Skip to main content
  1. Home
  2. »
  3. About Phyxius Financial
  4. »
  5. About Christian Luna

Start Your Journey

— Schedule a Free Consultation —

Take the first step with a 30 minute consultation with one of our experienced advisors to identify goals, challenges, and timeframes unique to your financial situation.

Schedule an Appointment

Christian Luna

Wealth Advisor, Partner

Christian co-founded Phyxius Financial Group in 2022 with the goal of guiding clients through their financial journeys by crafting strategies customized to each client’s unique situation, particularly during the distribution phase of retirement. This steadfast, client-centered commitment stems from seeing his blue-collar grandparents struggle to complete retirement because they lacked the resources of a financial advisor.

With eight years of industry experience, Christian has held various roles in insurance, taxes, and investing. He holds licenses in all 50 states as well as a Series 65 license. Christian’s career began in 2016 selling final expense insurance and indexed universal life (IUL) policies. He then worked for a CPA firm, focusing on tax strategies for business owners and premium finance before transitioning to a global brokerage firm. Finally, he established Phyxius Financial Group and became an independent advisor.

Christian’s experience has made him aware of how disconnected some people are from understanding where to start with financial planning. This is why he employs a transparent approach to foster a partnership with his clients. He believes that education is the foundation of a strong financial plan and ensures his clients understand their investments and the reasoning behind them. Christian seeks to demystify financial concepts and empowering clients to make informed decisions about their retirement and financial futures.

Growing up in San Antonio, Texas, Christian now resides in Chicago, where he actively participates in various social sports leagues, including football, volleyball, kickball, and softball. Dedicated to serving others inside and outside of work, he also volunteers annually at a shelter in his home state of Texas on Thanksgiving. In his free time, Christian enjoys playing golf, watching football and baseball, practicing Jiu Jitsu, trying new foods, and spending time at the lake with his dog Espn.

Christian’s unwavering commitment to his clients’ success and well-being truly sets him apart and influences every aspect of his work. His integrity, dedication, and genuine care for his clients’ futures are at the core of his practice and his character.

Meet Team Phyxius 

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our expertise as financial professionals, we can help people better prepare for their financial journey ahead.

Christian Luna

Wealth Advisor, Partner

Ethan Ogden

Certified Financial Planner (CFP®)

Name(Required)
Perfered Method of Contact(Required)
MM slash DD slash YYYY

Schedule a free consultation at your preferred time!

We offer a complimentary call to learn more about your goals and answer any questions you have about our services.

Information

Phyxius Financial Group, LLC
350 S Northwest Highway, Suite 300
Park Ridge, IL 60068

info@phyxiusfinancial.com
(312) 989-7009