Connie A. Falon, CRPS^®

In 1981, Connie started her career in the financial services industry working her way up the banking system for the 17 years she worked in that industry. In 1998 she entered the investment industry, and she continues to offer a wide array of investments and planning choices through her affiliation with Commonwealth Financial Network. Connie is very passionate about guiding her clients in achieving their financial goals through investing, financial planning, estate planning and retirement planning.

Over the years Connie has built a successful, holistic financial services practice. What Connie loves most about being a financial advisor is developing trusted relationships and helping her clients navigate life transitions with financial security and confidence. Connie believes it is important to give back to the community that gives her and her family. Connie has a long history of delivering high-quality investment, retirement, and financial planning services. Connie works with private clients, as well as both profit and non-profit corporations. Connie has a reputation of giving her clients “The Exceptional Client Experience.”

Connie is a Chartered Retirement Plans Specialist^® (CRPS^®) and has a certificate from the College for Financial Planning for completing the Financial Paraplanner Program. She has also completed executive education at the Wharton School of Business.

Connie has been nicknamed the “Ultimate Volunteer” and has earned the Presidential Volunteer Service Award*. Connie is listed as one of the pioneers in her contributions for establishing Pacific Northwest University of Health Sciences (PNWU). Connie is on the board of Heritage University. She participates in the Yakima Downtown Rotary, Camp Prime Time. Connie has previously served on the boards of the Salvation Army, Mt. Adams Health Foundation, Yakima Valley Business Network, Northwest Harvest, and the West Valley Fair.

Connie has been married to her husband of 39 years, has three adult children and six grandchildren that keeps her busy on the weekends. When she has some free time, she loves to get out on the golf course, to enjoy they Yakima sunshine.

_{*2007 President’s Volunteer Service Award, created by The President’s Council on Service and Civic Participation. This award is based on impact of community service and inspiring others and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.}