Christopher Carreon Email & Phone Number
Relationship Manager @ Falcon Wealth Planning, Inc.
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Christopher Carreon Location
- Ontario, CA, US
Christopher Carreon Work
- 2024 -now Relationship Manager @
- 2023 -2023 Associate Financial Planner @
- 2022 -2023 Planning Department Team Lead @
- 2021 -2022 Financial Planning Specialist @
- 2021 -2021 Service Advisor @ Grimm Bissell Wealth Management
- 2018 -2020 Financial Advisor @
- 2016 -2018 Financial Advisor @ compass financial planning
- 2016 -2018 Data Specialist @
- 2016 -2018 Contract Instructor and Financial Educator @
- 2006 -2018 Administrative Office Clerk and Benefits Specialist @
- 2015 -2016 General Representative @
- 2014 -2016 Life, Health, and Variable Contract Insurance Agent @ Self-employed
Christopher Carreon Education
- College for Financial Planning
CFP Education Certification
2019-2022 - California State University-San Bernardino 2011-2013
- California State University, Fullerton 2007-2009
Christopher Carreon Skills
- Customer Service
- Microsoft Office
- Microsoft Excel
- Financial Reporting
- Retirement
- Insurance
- Research
- Retirement Planning
- Mutual Funds
- Leadership
- Management
- Public Speaking
- Training
- Strategic Planning
Christopher Carreon Summary
- Christopher Carreon, based in Ontario, CA, US, is currently a Relationship Manager at Falcon Wealth Planning, Inc.. Christopher Carreon brings experience from previous roles at Falcon Wealth Planning, Inc. and Grimm Bissell Wealth Management. Christopher Carreon holds a 2019 - 2022 CFP Education Certification @ College for Financial Planning. With a robust skill set that includes Customer Service, Microsoft Office, Microsoft Excel, Financial Reporting, Retirement and more. Christopher Carreon has 2 emails and 2 mobile phone numbers on RocketReach.
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