Celeste Moya serves as Senior Vice President for Lion Street Private Client Group in Dallas, Texas, and assists in multiple other markets due to her foreign national expertise and Spanish speaking abilities. Celeste brings more than a decade of experience in life insurance product management, competitive intelligence, case design, advanced planning experience, and planning for foreign nationals, specializing in the Latin American market.
In addition, Celeste works with C3 Financial Partners utilizing her life insurance product and foreign national expertise. She assists in finding optimal product solutions and creating strategic life insurance plans to incorporate into U.S. and international clients’ wealth and legacy planning.
Previously having worked for a national producer group overseeing the competitive intelligence team, as well as at the insurance company level in both regional and national roles, Celeste has a wide breadth of industry experience.
Celeste graduated from Baylor University, where she earned a Bachelor Science degree in Neuroscience in just 2 and ½ years. She holds the FINRA Series 6 and Series 63 licenses. She also serves on several boards: the Dallas Estate Planning Council; the Dallas Council of Charitable Gift Planners; Emerging Professionals; and Educational First Steps.
Dallas is home for Celeste and her husband Efrain along with their young daughter and English Bulldog, Archie. For fun, Celeste enjoys CrossFit and reading books across multiple genres.