Chris Capellan
Financial Wellness Educator at BrightPlan | Bronx, New York, United States
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Chris Capellan is a dedicated Financial Wellness Educator at BrightPlan, where he leverages over two decades of expertise in business development, program design, and holistic financial services to empower individuals and organizations alike. In his current role, Chris specializes in creating and delivering dynamic financial education programs that resonate with diverse audiences across the globe. His approach combines emotional intelligence with a deep understanding of client needs, ensuring that each webinar, workshop, or educational material is not only informative but also engaging and actionable.
At BrightPlan, Chris collaborates closely with cross-functional teams—including subject matter experts, content developers, and client relations specialists—to craft tailored content that addresses the unique financial challenges faced by underserved communities and corporate clients. His expertise in developing culturally relevant financial literacy initiatives helps bridge gaps in knowledge and fosters long-term financial security. Additionally, Chris’s proficiency with tools like PowerPoint and Office 365 enables him to produce visually compelling presentations that enhance learning experiences. His background in graphic design and CRM systems further supports his ability to manage client relationships effectively and deliver personalized financial wellness strategies.
Key projects under his leadership include the development of interactive webinars focused on retirement planning, budgeting, and debt management, all designed to improve financial literacy and confidence. His commitment to continuous learning ensures that his content remains current with industry trends and regulatory changes, making him a vital asset in BrightPlan’s mission to democratize financial wellness. Through his work, Chris not only educates but also inspires individuals to take control of their financial futures, fostering a culture of empowerment and resilience.
Financial Wellness Educator at BrightPlan in November 2024 to Present
Senior Director, Financial Coaching at OfColor in October 2023 to November 2024
Director, Financial Coaching at OfColor in January 2022 to October 2023
Financial Coach at TrustPlus in July 2018 to January 2022
Membership Associate & AAAI/ISMA Certified Personal Trainer at TCR The Club of Riverdale in October 2016 to July 2018
Business Development Manager at Sweet Water Dance & Yoga in February 2016 to January 2017
Administrative Assistant at ComicConnect/Metropolis Comics in February 2015 to January 2016
Account Executive at Four Points Capital Partners, LLC in August 2013 to October 2014
Administrative Assistant at Rabobank in June 2012 to February 2014
Administrative Assistant at ZS Associates in August 2010 to January 2012
Showroom Manager / Product Coordinator at Caleres, Inc. in April 2007 to March 2009
Office Manager at New York Entertainment Guide in July 2004 to March 2007
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Lehman College, Bachelor of Arts (BA)
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Culturally-Informed Financial Coaching
Nonprofit Essentials
Financial Counseling
Nonprofit
Emotional Intelligence
Interpersonal Skills
Financial Planning
Client Relations
Attention to Detail
Customer Relationship Management (CRM)
Consulting
Data Analysis
Media Appearances
Public Speaking
Spanish-language Financial Coaching
Project Management
Financial Literacy
Group Coaching
Financial Coaching
PowerPoint
Microsoft Excel
Customer Service
Outlook
Microsoft Word
Research
Office Administration
Telephone Skills
Invoicing
Employee Relations
Sales
Administrative Assistants
Administrative Assistance
Social Media
Spanish-speaking
Mac OS X
Data Entry
Computer Networking
Computer Literacy
Tutoring
Written Communication
Verbal Communication
Business Planning
Internet Research
Problem Solving
Retail Sales
Graphic Design
Executive Administrative Assistance
Copy Writing
Online Data Entry
Google Apps
IT Hardware Support
Business Development
Office Management
Video Conferencing
Switchboard
Series 7
Series 63
Office 365
Event Planning
Event Management
A/V Support
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Discover more about BrightPlanWhat is Chris Capellan email address?
Email Chris Capellan at [email protected] and [email protected]. This email is the most updated Chris Capellan's email found in 2026.
How to contact Chris Capellan?
To contact Chris Capellan send an email to [email protected] or [email protected]. (updated on May 15, 2025)
What company does Chris Capellan work for?
Chris Capellan works for BrightPlan
What is Chris Capellan's role at BrightPlan?
Chris Capellan is Financial Wellness Educator
What is Chris Capellan's Phone Number?
Chris Capellan's phone (212) ***-*350
What industry does Chris Capellan work in?
Chris Capellan works in the Financial Services industry.
Chris Capellan Email Addresses
Chris Capellan Phone Numbers
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