Chris Mongeon, Cfp®
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Chris Mongeon, Cfp® Email & Phone Number

Wealth Advisor and Founding Partner at Parable Wealth Partners
Location: Greater Minneapolis-St. Paul Area, United States 5 work roles 4 schools
1 work email found @parablewealth.com 1 phone found area 952 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@parablewealth.com
Direct phone (952) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor and Founding Partner
Location
Greater Minneapolis-St. Paul Area, United States

Who is Chris Mongeon, Cfp®? Overview

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Quick answer

Chris Mongeon, Cfp® is listed as Wealth Advisor and Founding Partner at Parable Wealth Partners, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at parablewealth.com, phone signal with area code 952, and a matched LinkedIn profile for Chris Mongeon, Cfp®.

Chris Mongeon, Cfp® previously worked as Wealth Advisor at Thrivent and Regional Sales Director - New York Metro, New Jersey at Ameriprise Financial. Chris Mongeon, Cfp® holds Bs, Commercial Aviation from University Of North Dakota.

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Email format at Parable Wealth Partners

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*@parablewealth.com
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AeroLeads found 1 current-domain work email signal for Chris Mongeon, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Chris Mongeon, Cfp®

DISCOVER A DIFFERENT STORYWith 21 years of experience in the financial services industry, I have grown to have a passion for helping families and small businesses discover true wealth. As a team, we do this by connecting your values to your finances in a holistic way. It is important that your values come before your finances. Our clients experience a four-step process as we guide you through each chapter of your life.5 EXPRESSIONS OF WEALTHAs a wealth advisor at Parable, I am passionate about helping people remove fear and find a place of calm and contentment. By expanding the idea of wealth beyond just their finances, I strive to help clients find their “more” through their abilities, attitude, relationships, and time.Throughout my career I have lived out the expressions of wealth by using my time and sharing my abilities on the Board of Directors for Way to Grow Minneapolis. In addition, I have participated in mission trips in Portugal, Thailand, and Hawaii.LET’S CONNECTchris.mongeon@parablewealth.comwww.parablewealth.comwww.facebook.com/parablewealthDISCLOSURESParable Wealth Partners may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Parable Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Listed skills include Financial Planning, Retirement Planning, Insurance, Divorce Financial Planning, and 16 others.

Current workplace

Chris Mongeon, Cfp®'s current company

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Parable Wealth Partners
Parable Wealth Partners
Wealth Advisor and Founding Partner
AeroLeads page
5 roles

Chris Mongeon, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor And Founding Partner

Current

Greater Minneapolis-St. Paul Area

At Parable, our calling is to change the story of wealth to one of hope and contentment to enliven the mission of others. Parable Wealth Partners, formerly the Colonnade Group, is proud to be an independent practice of the Thrivent Advisor Network, a community of purpose-driven advisors.As a Wealth Advisor and Founding Partner at Parable, every day is a new challenge to help families discover new possibilities with their wealth. By utilizing my years of experience and patience to connect with families and business owners, I’m able to take a holistic approach to help create a road map for a customized financial plan. As we walk the journey to discover true wealth together, my goal is to help you move from a place of fear and scarcity to one of hope and contentment. By applying our collective critical thinking and servant-leadership to our business, we are helping people discover a different story daily, and it is about so much more than just money.

Jun 2020 - Present

Wealth Advisor

Greater Minneapolis-St. Paul Area

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Nov 2008 - Jun 2020

Regional Sales Director - New York Metro, New Jersey

• Worked closely with External Wholesaling Partner promoting RiverSource insurance products through inbound and proactive outbound calls (Territory size – 500 advisors)• Assisted advisors with illustrations, product features and benefits, competitive analysis, product positioning, and sales strategies with an emphasis on building strong relationships• Participated in field visits and social marketing events• Taught classes to veteran advisors on efficient use of strategies, advisor tools and CE Credits• Presented at education days to veteran and new advisors – attendance typically ranged from 50 to 400 advisors• Completed several consultative selling sessions – facilitated by Richardson

Dec 2004 - Aug 2008

National Sales Consultant

• Promoted IDS insurance products through inbound calls

Mar 2004 - Dec 2004

Financial Advisor - Advisor Coach

Ameriprise Financial Advisors

• Acquired clients for financial planning through creative marketing strategies, lunch seminars, networking, referrals, and trade shows• Developed strategies and solutions to assist clients in achieving their financial goals with an emphasis on building relationships• Instructed a team of 13 advisors through complex case analysis• Facilitated weekly meetings to cover product presentation and business goals

Jan 2003 - Mar 2004
4 education records

Chris Mongeon, Cfp® education

Cfp, Certified Financial Planner

Certified Financial Planner Board Of Standards, Inc

Crpc, Chartered Retirement Planning Counselor

College For Financial Planning

Chfc, Clu, Chartered Financial Consultant - Chartered Life Underwriter

The American College
FAQ

Frequently asked questions about Chris Mongeon, Cfp®

Quick answers generated from the profile data available on this page.

What company does Chris Mongeon, Cfp® work for?

Chris Mongeon, Cfp® works for Parable Wealth Partners.

What is Chris Mongeon, Cfp®'s role at Parable Wealth Partners?

Chris Mongeon, Cfp® is listed as Wealth Advisor and Founding Partner at Parable Wealth Partners.

What is Chris Mongeon, Cfp®'s email address?

AeroLeads has found 1 work email signal at @parablewealth.com for Chris Mongeon, Cfp® at Parable Wealth Partners.

What is Chris Mongeon, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 952 for Chris Mongeon, Cfp® at Parable Wealth Partners.

Where is Chris Mongeon, Cfp® based?

Chris Mongeon, Cfp® is based in Greater Minneapolis-St. Paul Area, United States while working with Parable Wealth Partners.

What companies has Chris Mongeon, Cfp® worked for?

Chris Mongeon, Cfp® has worked for Parable Wealth Partners, Thrivent, Ameriprise Financial, and Ameriprise Financial Advisors.

How can I contact Chris Mongeon, Cfp®?

You can use AeroLeads to view verified contact signals for Chris Mongeon, Cfp® at Parable Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Chris Mongeon, Cfp® attend?

Chris Mongeon, Cfp® holds Bs, Commercial Aviation from University Of North Dakota.

What skills is Chris Mongeon, Cfp® known for?

Chris Mongeon, Cfp® is listed with skills including Financial Planning, Retirement Planning, Insurance, Divorce Financial Planning, Saving For Education, Relationship Management, Personal Financial Planning, and Certified Financial Planner.

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