Christian Ammon

About Christian Ammon

I\'m a CFP® professional and Financial Advisor focused on helping individuals and families navigate complex financial decisions through thoughtful, long-term planning. I bring experience supporting advisors serving high-net-worth households across approximately $10B in assets under care.In my current role at Edward Jones, I partner with more than 25 advisory teams serving clients with complex financial needs, supporting planning conversations across approximately $10B in assets under care. My work centers on translating sophisticated planning strategies into clear, practical guidance that advisors can use to better serve high-net-worth and multi-generational households.I bring a relationship-driven approach to financial planning, grounded in listening carefully, understanding each client\'s priorities, and helping them to navigate key decisions around retirement, investments, estate considerations, and long-term financial security. I hold the CFP® designation and maintain Series 7 and Series 66 licenses, reflecting my commitment to ethical, comprehensive advice.Early in my career, I held leadership and research roles at Arizona State University, where I worked on strategic initiatives involving international development, stakeholder collaboration, and program management. These experiences strengthened my ability to analyze complex issues, communicate clearly, and build trust across diverse groups-skills that continue to shape my approach to financial planning today.I\'m currently seeking a client-facing Financial Advisor role in the Mid-Willamette Valley, where I can help clients pursue their long-term goals through disciplined planning, strong relationships, and thoughtful guidance.

Experience

1. Relationship Manager

   Edward Jones

   Jun 2018 — Present

   Support 30 advisory teams in delivering advanced financial planning for around $10B in assets, focusing on high-net-worth and complex clients.• Partner directly with Financial Advisors to attract, retain, and deepen relationships with high-net-worth clients, providing strategic planning insights and investment guidance aligned with long-term client goals • Act as a trusted planning and investment resource for top-performing advisors, translating firm strategy and sophisticated planning concepts into actionable, client-ready recommendations • Collaborate cross-functionally with trust, compliance, planning, and training teams to deliver consistent, high-quality financial planning solutions for complex client needs • Facilitate advanced trust and estate planning discussions, even in the absence of existing trust clients, influencing multiple advisory teams to reposition their practices toward a high-net-worth planning model • Provide concierge-level service to Financial Advisors and branch teams, emphasizing proactive communication, relationship management, and client-centered outcomes • Support advisors in navigating retirement planning, portfolio construction, rebalancing strategies, and account structure decisions for long-term investors • Progressed within the firm from an associate role to a senior Advanced Branch Support-Relationship Manager position, developing deep expertise across core planning frameworks and advisor workflows

Education

• UC Berkeley Extension

  Certificate in Financial Planning Program

• Oregon State University

  Bachelor of Arts - BA, Business Administration & Political Science

• Duke University

  Master of International Development Policy, Project Management and International Development

Skills

• Program Management
• Non-Governmental Organizations (Ngos)
• Research
• Market Research
• Editing
• Management
• Training
• Cost-Benefit Analysis
• Grant Writing
• Value Chain Analysis
• Politics
• Political Science
• Fundraising
• Strategic Planning
• Cost Benefit
• Project Planning
• Ngos
• Performance Management
• Performance Monitoring
• Grants
• Program Evaluation
• Analysis
• Policy Analysis
• Rural Development
• Policy
• Economics
• Proposal Writing
• Nonprofit Organizations
• International Relations
• International Development
• Community Development
• Public Policy
• Non-Profits
• Economic Development
• Stata
• Government
• Nonprofits