Christopher Carreon Email & Phone Number
Relationship Manager @ Falcon Wealth Planning, Inc.
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Christopher Carreon Location
- Ontario, CA, US
Christopher Carreon Work
- Relationship Manager @ (January 2024 - Present)
- Associate Financial Planner @ (February 2023 - December 2023)
- Planning Department Team Lead @ (February 2022 - January 2023)
- Financial Planning Specialist @ (April 2021 - February 2022)
- Service Advisor @ Grimm Bissell Wealth Management (January 2021 - April 2021)
- Financial Advisor @ (October 2018 - December 2020)
- Financial Advisor @ compass financial planning (August 2016 - October 2018)
- Data Specialist @ (October 2016 - June 2018)
- Contract Instructor and Financial Educator @ (May 2016 - June 2018)
- Administrative Office Clerk and Benefits Specialist @ (September 2006 - February 2018)
- General Representative @ (August 2015 - March 2016)
- Life, Health, and Variable Contract Insurance Agent @ Self-employed (August 2014 - March 2016)
Christopher Carreon Education
- college for financial planning
CFP Education Certification
2019-2022 - California State University-San Bernardino
Bachelor of Business Administration (B.B.A.) (Finance)
2011-2013 - California State University, Fullerton
General understudy (Finance, General)
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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