John Moreno

John Moreno joined Capital City Financial Partners in 2025 as the lead financial advisor in the firm’s Charleston office. In his role, Moreno enjoys helping clients navigate the complexities of their financial lives so they can focus on what matters most to them. He brings a thoughtful, service-driven approach to financial planning and is passionate about guiding individuals and families toward clarity and confidence in their financial decisions.

Prior to joining CCFP, Moreno spent 23 years serving in the United States Marine Corps within the special operations and intelligence communities, followed by his role as an assistant professor and marine officer instructor at The Citadel

John Moreno
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From marine to managing clients: My first 90 days as a financial advisor
OPINION MAR 20, 2026
From marine to managing clients: My first 90 days as a financial advisor

What a program for career-changers, intensive training, and a crash course in client meetings reveal about earning confidence before you’ve earned experience.