Chris Mongeon, Cfp®

Chris Mongeon, Cfp® Email and Phone Number

Wealth Advisor and Founding Partner @ Parable Wealth Partners
Chris Mongeon, Cfp®'s Location
Greater Minneapolis-St. Paul Area, United States
Chris Mongeon, Cfp®'s Contact Details

Chris Mongeon, Cfp® work email

Chris Mongeon, Cfp® personal email

n/a

Chris Mongeon, Cfp® phone numbers

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.

Chris Mongeon, Cfp®'s Current Company Details
Parable Wealth Partners

Parable Wealth Partners

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Wealth Advisor and Founding Partner
Chris Mongeon, Cfp® Work Experience Details
  • Parable Wealth Partners
    Wealth Advisor And Founding Partner
    Parable Wealth Partners Jun 2020 - Present
    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.
  • Thrivent
    Wealth Advisor
    Thrivent Nov 2008 - Jun 2020
    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.
  • Ameriprise Financial
    Regional Sales Director - New York Metro, New Jersey
    Ameriprise Financial Dec 2004 - Aug 2008
    • 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
  • Ameriprise Financial
    National Sales Consultant
    Ameriprise Financial Mar 2004 - Dec 2004
    • Promoted IDS insurance products through inbound calls
  • Ameriprise Financial Advisors
    Financial Advisor - Advisor Coach
    Ameriprise Financial Advisors Jan 2003 - Mar 2004
    • 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

Chris Mongeon, Cfp® Skills

Financial Planning Retirement Planning Insurance Divorce Financial Planning Saving For Education Relationship Management Personal Financial Planning Certified Financial Planner Long Term Care Insurance Portfolio Management Wealth Management Services 401k Rollovers Wealth Accumulation Asset Management Life Insurance 401k Estate Planning Asset Allocation Small Business Disability Income Insurance

Chris Mongeon, Cfp® Education Details

  • Certified Financial Planner Board Of Standards, Inc
    Certified Financial Planner Board Of Standards, Inc
    Certified Financial Planner
  • College For Financial Planning
    College For Financial Planning
    Chartered Retirement Planning Counselor
  • The American College
    The American College
    Chartered Financial Consultant - Chartered Life Underwriter

Frequently Asked Questions about Chris Mongeon, Cfp®

What company does Chris Mongeon, Cfp® work for?

Chris Mongeon, Cfp® works for Parable Wealth Partners

What is Chris Mongeon, Cfp®'s role at the current company?

Chris Mongeon, Cfp®'s current role is Wealth Advisor and Founding Partner.

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

Chris Mongeon, Cfp®'s email address is ch****@****ent.com

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

Chris Mongeon, Cfp®'s direct phone number is +195247*****

What schools did Chris Mongeon, Cfp® attend?

Chris Mongeon, Cfp® attended University Of North Dakota, Certified Financial Planner Board Of Standards, Inc, College For Financial Planning, The American College.

What are some of Chris Mongeon, Cfp®'s interests?

Chris Mongeon, Cfp® has interest in Minneapolis, Community Volunteerism, Reading, Financial Representative, Wise Money, Sports, Generosity, Insurance, Financial Sales, Financial.

What skills is Chris Mongeon, Cfp® known for?

Chris Mongeon, Cfp® has skills like Financial Planning, Retirement Planning, Insurance, Divorce Financial Planning, Saving For Education, Relationship Management, Personal Financial Planning, Certified Financial Planner, Long Term Care Insurance, Portfolio Management, Wealth Management Services, 401k Rollovers.

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