Christopher Carreon
Relationship Manager at Falcon Wealth Planning
- Role
- Relationship Manager at Falcon Wealth Planning, Inc.
- Location
- Ontario, CA, US
- LinkedIn followers
- 500 followers
Experience
Relationship Manager
Jan 2024 — Present · Ontario, CA, US
As a Relationship Manager at Falcon Wealth Planning, my primary role is to build and maintain strong relationships with our clients. I assist clients in understanding and implementing their financial plans, ensuring their needs are met with the highest level of service and expertise.I facilitate communication between clients and our team of financial planners, ensuring a seamless and supportive experience. My goal is to help clients feel confident and informed about their financial decisions.
Education
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
College for Financial Planning
CFP Education Certification
2022
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