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Christian Moon

CFP®

P: 208-522-6400  —  Email Christian

 

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Christian J. Moon is driven by the pursuit of excellence. After working for big financial firms and running his own business, he joined Onyx Financial Advisors, where his specialty is investments. He has taken that specialty to the next level by becoming not only a CERTIFIED FINANCIAL PLANNER™ practitioner, but is also working towards becoming a Chartered Financial Analyst®.

As the son of a business owner, Christian saw firsthand the importance of money management and realized at a young age that financial planning was the path for him. He earned his bachelor’s degree in accounting from BYU-Idaho in 2013. Since then, he has acquired a broad range of experience in the financial industry. After gaining experience at a public accounting firm, he accepted a position as client relationship associate for The Vanguard Group, the world’s largest mutual-fund manager. He then transitioned to advisor for top-rated MRA Associates in Phoenix, Arizona, where he shared responsibility for managing $230 million while also providing assistance in tax compliance and estate planning.

In 2017, Christian left Arizona to found a fee-only advisory practice called Wealth Elevated in Pocatello. Running his own company required even more growth as he developed skills in technology, time management, communication, and compliance. In 2019, he joined forces with Onyx Financial Advisors and has been working since then as part of the Onyx team to provide optimal, customized service for clients.

Discipline has shaped Christian’s life, and it’s the cornerstone of his personal financial philosophy. Christian enjoys helping clients achieve their financial goals and assisting them with successful estate planning, risk mitigation, and tax management.

Christian’s loyalty to clients distinguishes him from other professionals, as does his attention to detail and analysis. One of his favorite tasks is helping clients realize new opportunities by adjusting their perspectives. His experience base qualifies him for working with a wide range of people at diverse stages of life, whether helping young professionals to make informed decisions or co-piloting those already on the road to retirement.

Christian and his wife are raising three children in Idaho Falls. They enjoy outdoor activities like skiing, dirt biking, and river rafting. In his spare time, Christian rebuilds boats and other vehicles—any activities that stimulate his active mind.

 

 

 

Credentials

Education

Bringham Young University - Idaho:

  • Bachelor of Science in Accounting

Licensure & Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Series 63 license

Professional Organizations

  • CFP® Board
  • CFA® Institute