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

  1. Chair, Women\'s Wealth Counsel

    Truepoint 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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Christine Carleton — Chair, Women\'s Wealth Counsel at Truepoint Wealth Counsel in Cincinnati, OH, US | Unifers