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Krystian Moreno

Krystian Moreno

Financial Planner | Co-Founder

In Krystian, clients will find a trusted advisor willing and able to be resourceful in every aspect of their financial lives. He is committed to making the complex simple and caring for every detail of a comprehensive financial plan. 

He provides accurate and timely advice and information designed to avoid common pitfalls, protect against potential liabilities, create a clearly defined path to clients' goals and give them confidence when faced with uncertainties.

He is dedicated to helping people make good financial decisions and keeping them on the right path. He finds great fulfillment being in a position to make a positive difference in people's lives and the lives of their families.

Before joining WealthEngage in 2017, Krystian was a financial advisor at Ameriprise Financial, a Vice President of investments at JP Morgan Asset Management, and a financial advisor at Prudential, where he began his career in 2007. In 2023, WealthEngage rebranded to Venn Wealth Management with their move to Concurrent Investment Advisors, a Registered Investment Advisor.  He earned a bachelor's degree in political science from Florida International University. 

"I am the child of working-class immigrants; my father installed carpet with his bare hands long after his body was able to do so, and my mother worked long hours in thankless retail jobs. I was the first in my family to have the opportunity to receive a college degree, and I made the most of it," said Krystian.

Krystian is a founding member and executive board member of Pi Kappa Phi fraternity's FIU chapter. He also serves on the board of Miami-Dade Young Democrats.

Krystian is a native of Miami, where he lives today with his wife, Elizabeth, daughter, Audrey, and son, Adam. In his free time, he indulges his creative pursuits as a singer, songwriter, musician, photographer and writer.