Christian Giardini is a Wealth Management Advisor who has more than 15 years of experience in the financial services industry. Christian specializes in financial planning, retirement income planning, investment management, business planning, income protection, education funding strategies, and protecting your family and legacy.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he helps analyze every aspect of his clients’ financial lives. This includes assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies. With a precise understanding of your current financial situation, Christian then executes comprehensive plans designed to help his clients achieve well-defined objectives. He also monitors progress toward reaching financial goals and assists clients in making the necessary adjustments to their plans as life events and estate/tax laws change.

To meet the rigorous pre- and post-certification requirements to attain the CFP® designation, Christian had to complete approved educational programs, pass exacting exams, and meet stringent experience requirements. He holds SIE, Series 66, 63, 26, 10, 9, 7 and 6 securities licenses and earned a Bachelor of Business Administration degree from Ohio University.

Christian has received numerous company awards, including Internship Top 10, Pacesetter First 40, Mike Gish Top 10, #1 College Unit Director, Million Dollar Round Table Qualifying Life Member, Lives Top 100, Financial Security Top 100, Annuity Top 10, 3-Star Path Finder and Lives Leader Summit and Forum qualifier.

Christian and his wife, Mariam, love spending quality time with their beautiful children, Mariana, Netalina, Enzio, and Micah. With the oldest now in college and the youngest in preschool, the home life can be very dynamic at times! They also have two dogs, Luke and Mala, that they share their home with. The Giardini family is committed to service at their church and in their community, putting a high priority on their faith and making a difference wherever and whenever they can. Their motto is: Faith, Family, Fun.

Dane joined the Northwestern Mutual in 2010. He works with motivated professionals, families, and business owners to identify their definitions of financial security and help them enjoy the benefits of their hard work. Through comprehensive fact finding and visioning, he creates a customized action plan for his clients’ specific goals and objectives, and he focuses on solutions that can make those financial goals a reality.

Dane wears multiple hats within the firm as co-founder of CapWell Financial Advisors. In addition to working with clients, he is actively involved in ensemble growth initiatives and the training and development of new advisors. He was previously a College Unit Director and Field Director within the downtown Cleveland Northwestern Mutual office. Close to home, he was recognized as the New Representative of the Year for Northwestern Mutual Northern Ohio and was featured by Cleveland Magazine in its "Faces of Cleveland" issue. At a national level, he has received the Life Impact Award and been recognized as a 2-Star Pathfinder by Northwestern Mutual. Dane is also a Qualifying Member of the Million Dollar Round Table. He holds both the RICP and CLTC designations, in addition to series 63, 7, and 6 securities licenses.

Dane was raised in Amherst, Ohio, attending grade school at St. Joseph Parish and high school at Amherst Steele. He graduated from The Ohio State University in 2009, earning a Bachelor of Science in Business Administration with a specialization in Marketing, and Minors in Psychology and Entrepreneurship. At OSU, he was heavily involved in Alpha Tau Omega Fraternity as the Philanthropic Event Coordinator and Chaplain. He has participated in his local Rotary Club and Chamber of Commerce, and he continues to be active in a number of philanthropies around the area.

Dane and his wife, Michelle, were married in June of 2015 and live in Avon Lake. They proudly welcomed their first child, Luca, in November of 2021. In their free time, they enjoy staying active, spending time with family, traveling whenever possible, getting outdoors, relaxing at the lake, checking items off their bucket list, and supporting Ohio State and Cleveland sports teams.