000397

Maria Kay Carreon

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Kay Carreon, is a Certified Financial Education Instructor, Bachelor’s Degree in HRM & Certificate in Management Development for Entrepreneurs in UCLA. CEO and Financial Consultant of REACH Consulting Services.  Kay's intensive experience in Sales in Marketing for over 23 years and transitioned to Financial Consulting. Kay experienced a Life event that changed her life and led to Financial Literacy Advocacy. She became an independent financial consultant in 2010 where she independently started her own wealth management team in San Diego and now a National Broker. She specializes in financial consulting, wealth management and support estate planning; executive planning, and corporate executive compensation programs; she also establishes foundations and manages family offices.  Working with attorneys and CPAs, she coordinates a team approach to assure her first and foremost concern, the client’s overall financial well being.  Kay and her family reside at beautiful San Diego, where she enjoys cooking/baking, gardening, and spending time with her two daughters, Karyn and Kamryn.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

Support Our Cause

The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn More

Why Join FFE ?

The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
2 Free Training Videos with FFE On Demand
3 Free One On One Private Messaging with your very own Personal Financial Coach
4 Stay in the know with the most current news and blogs dealing with personal finances
5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
FOLLOW THIS INSTRUCTOR