Christopher Carreon Location
Ontario, CA, US
Christopher Carreon Work
- 2024 - now Relationship Manager @ Falcon Wealth Planning, Inc.
- 2023 - 2023 Associate Financial Planner @ Falcon Wealth Planning, Inc.
- 2022 - 2023 Planning Department Team Lead @ Falcon Wealth Planning, Inc.
- 2021 - 2022 Financial Planning Specialist @ Falcon Wealth Planning, Inc.
- 2021 - 2021 Service Advisor @ Grimm Bissell Wealth Management
- 2018 - 2020 Financial Advisor @ Lake Avenue Financial
- 2016 - 2018 Financial Advisor @ compass financial planning
- 2016 - 2018 Data Specialist @ XY Planning Network
- 2016 - 2018 Contract Instructor and Financial Educator @ City of Claremont
- 2006 - 2018 Administrative Office Clerk and Benefits Specialist @ Lowe's Companies, Inc.
Christopher Carreon Education
- College for Financial Planning
CFP Education Certification
2019 - 2022 - California State University-San Bernardino2011 - 2013
- California State University, Fullerton2007 - 2009
Christopher Carreon Skills
- Customer Service
- Microsoft Office
- Microsoft Excel
- Financial Reporting
- Retirement
- Insurance
- Research
- Retirement Planning
- Mutual Funds
- Leadership
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 3 mobile phone numbers on RocketReach.
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