40 Strategy Blog

Christopher A. Panagiotu is a wealth advisor in the Fircrest office of Lucia Capital Group. Christopher provides comprehensive financial planning services for his clients and is versed in employer sponsored retirement plans. He is a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Retirement Plan Specialist (CRPS®, conferred by College for Financial Planning) and currently holds FINRA Series 7 and Series 66 licenses (held with LPL Financial). In 2020, Chris was recognized as a Five Star Wealth Manager* by the Seattle Times. Christopher grew up in the retirement plan business. Prior to joining Lucia Capital Group, he interned with UBS and worked for Morgan Stanley. He attended University of Oregon where he graduated with a B.A. in Business Administration after three years. In his free time, Christopher is involved in athletics and currently competes nationally in drug-free bodybuilding. He is a supporter of the “The Geneva Foundation”, a Tacoma nonprofit that supports advance

Jarrett Ransom is known as the Nonprofit Nerd. She began her consulting firm in 2009 and works exclusively with nonprofits. She is passionate about creating community, empowering others to see and exceed their full potential. She wears many hats and under her leadership and guidance, her teams across the nation raise millions of dollars every year to support and sustain their mission. The Rayvan Group has helped create sustainable fundraising strategies for start-up to multi-million dollar charitable organizations. As President and CEO of The Rayvan Group, Jarrett consults with nonprofits to help them see the future of their organization. Not just their immediate needs, but several years down the road by providing strategic planning extending 3, 5, 10 years and beyond. In addition, Jarrett is the co-host of the American Nonprofit Academy’s Nonprofit Show where she brings her dynamic energy and enthusiasm to the weekly show featuring nonprofit thought leaders and topics from around

Karl Alomar is a tech investor, serial entrepreneur, and most well known for building DigitalOcean from the ground up, which is one of the fastest-growing cloud infrastructure companies that is becoming a strong challenger to Amazon.  DigitalOcean is valued now at over $10 billion. Ticket symbol is DOCM. Karl is also the Co-founder, CEO, for China Export Finance, Co-founder CEO for Clearview Networks. He holds Electrical Engineering degree from the Imperial College in London. Karl received his MBA from Columbia Business School and currently holds the position of Managing Partner at venture firm M13 . Check out this episode!

Over a 40-year span, Richard Polak has been recognized in more than 90 countries around the globe for creating and structuring world-class benefits and HR programs. His research, presentations, articles, subject expertise, and training program with IBIS Academy—the world’s longest-running international HR conference—was world renown. In 2012, Polak merged his company, IBIS Advisors, and his conference, IBIS Academy, in a deal with Arthur J. Gallagher & Co (AJG). This created the international department at Gallagher and the role on the Executive Committee as the Executive VP, Multinational Benefits & HR Consulting Services, a position he held for 6 years before deciding to reenter entrepreneurship. Today, Richard is a global advisor for dozens of companies and organizations around the world. He advises on productivity by working smarter, not harder. His book Work Smart Now was the #1 release on Amazon in April 2021. He is also a proud member of the American Benefits Council a