Connie A. Falon, CRPS®

Connie A. Falon, CRPS®

Senior Financial Advisor

In 1981, Connie started her career in the financial services industry in banking. In 1992, 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 has a long history of delivering high-quality retirement services to her clients. She works with both personal and corporate accounts, and works hard to provide what is called “The Exceptional Client Experience” with the level of service she provides.

In July 2011, Connie joined Ascend Financial Group as a Senior Financial Advisor. Connie is also 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 Heath Sciences (PNWU) and a mentor to some of the students at the University. She is currently on the board for Northwest Harvest, West Valley Fair and on the advisory board for Heritage University. Connie is also involved in the Yakima Downtown Rotary, Camp Prime Time, and Washington Wine Country. She has previously served on the boards of the Salvation Army, Mt. Adams Health Foundation and Yakima Valley Business Network.

*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. Click here for more information.