Abby Chajon Operations Manager at Mission Wealth

Abby Chajon

In by Mission Wealth

Abby Chajon Operations Manager

Abby Chajon

Operations Manager

Operations

(805) 770-1992

CONTACT ABBY

"The best part of my job is building meaningful relationships and working alongside like-minded team members who are as dedicated as I am to making a difference in the lives of our clients."

Abby Chajon is an Operations Manager who collaborates closely with her team of Wealth Advisors. Her primary responsibilities include preparing new account paperwork and ensuring smooth ongoing account maintenance for clients. With her exceptional organizational skills and attention to detail, Abby ensures that all account documentation and processes are accurate and efficient. Her dedication to maintaining high standards helps to ensure that clients receive exceptional service and support throughout their interactions with the company.

"The best part of my job is building meaningful relationships and working alongside like-minded team members who are as dedicated as I am to making a difference in the lives of our clients."

Abby Chajon is an Operations Manager who collaborates closely with her team of Wealth Advisors. Her primary responsibilities include preparing new account paperwork and ensuring smooth ongoing account maintenance for clients. With her exceptional organizational skills and attention to detail, Abby ensures that all account documentation and processes are accurate and efficient. Her dedication to maintaining high standards helps to ensure that clients receive exceptional service and support throughout their interactions with the company.

Learn About Abby Chajon

Professional Background

Abby Chajon brings to the table more than 15 years of professional experience across a diverse range of industries. Throughout her career, she has honed her skills in retail sales and management, customer service, contract administration in healthcare, client service support in wealth management, and public service with local government. Her extensive experience has given her a unique perspective and an ability to adapt to changing circumstances quickly. Abby's expertise in various industries allows her to bring a well-rounded approach to her work and provide a fresh perspective to any team she works with.

Personal Pursuits

Abby loves spending quality time with her family and friends. She also enjoys relaxing by watching documentaries or movies, especially ones that explore new and fascinating topics. An adventurous spirit, Abby is always looking for new opportunities to explore the central coast and discover hidden gems. In her spare time, Abby indulges her creative side by baking delicious treats and engaging in various arts and crafts activities. To learn more about Abby, check out this 2020 Mission Wealth interview.

Community Impact

Abby plays an integral role in her daughter's school PTA, fully immersing herself in the organization's events, activities, and fundraisers.  She enjoys giving back to the school and creating memorable experiences for the students.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Dannell Stuart Volunteering

In the News

Market Update 121824

Mission Wealth Market Update 12/18/24

In the last FOMC meeting of the year, the Fed cut the fed funds rate by 0.25% and revised its expectations for future rate cuts in 2025.
Blog Article: United States Debt How High Can It Go Before It’s No Longer Sustainable

United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
Evaluating Homeowners’ Insurance Carriers and Coverage

Evaluating Homeowners’ Insurance Carriers and Coverage

If your insurance premiums have increased and your are considering changing providers, here are some steps you can follow before contacting potential insurers.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US