Christine Carleton
Senior Wealth Advisor and Shareholder at Truepoint Wealth Counsel
- Role
- Chair, Women\'s Wealth Counsel at Truepoint Wealth Counsel
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Christine Carleton
With decades of experience as a wealth advisor, I know how important it is to take the…
Experience
Chair, Women\'s Wealth Counsel
Jan 2017 — Present · Cincinnati, KY, US
Education
Indiana University Bloomington
Telecommunications
1985 — 1988
University of Cincinnati
BA, Communication
1988 — 1990
Skills
- Asset Managment
- Employee Stock Options
- Independent Financial Advice
- Registered Investment Advisor
- Certified Financial Planner
- Investments
- Fiduciary Management
- Retirement Planning
- Strategic Financial Planning
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