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Christian C

Series 66

Porter Ranch, CA

Create Wealth Management, LLC

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., and RBC Advisors. Outside of his advisory work, he is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program focused on systematic trading. Create Wealth Management, LLC is an independent, single-advisor firm that provides discretionary investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative, cyclical, and sector analyses, and utilizes a range of strategies from strategic asset allocation to active instruments such as options and futures.

Options & derivatives strategies Active portfolio management Concentrated stock management
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