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Mountain Peak Financial, Inc

At Mountain Peak Financial, Inc., we are dedicated to informing our clients and working closely with them to help develop the best financial strategies for their long-term goals. Our goal is to be the trusted lifetime advisor that helps our clients achieve the confidence they deserve for their financial futures.

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Mountain Peak Financial, Inc.  |  1425 W. Foothill Blvd., Ste 115, Upland, CA 91786 MAP  |  Tel: 909.982.2277

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mountain Peak Financial, Inc. are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Charles Ragonese CA LIC #0B02155, Firm LIC #0I088569

Any references to protection benefits, safety  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mountain Peak Financial is not affiliated with the US government or any governmental agency. 615813

© 2018 by Mountain Peak Financial, Inc.

ABOUT US

Retirement Planners for Confidence in Your Financial Future

Since 1992, Mountain Peak Financial, Inc. has been working with friends and neighbors throughout the greater San Gabriel and Palm Desert areas to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. 

Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. 

Our clients are our family. That is why helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. 

We are currently located in Upland, CA and have a branch office in Palm Desert, CA. However, Charles also holds insurance licenses in various states, including Nevada, Texas, Montana, and New Jersey.

Charles Ragonese is the president of Mountain Peak Financial Inc., which he founded in 1992. With over 25 years in the industry, Charles has helped hundreds of retirees plan for their best financial future. 

 

Charles is a licensed insurance agent, has passed the Series 65 securities exam, and is registered as an Investment Adviser Representative of AE Wealth Management, LLC in the state of California. In addition, Charles holds the designations of Chartered Retirement Planning Counselor (CRPC) and Certified Fund Specialist (CFS), and is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Charles and his wife, Ellie, live in Tujunga, California. They have two sons and two daughters. Charles is an aquarist and also enjoys motorcycling and astronomy.

CA Lic. #OB02155
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Meet The Team

Nina Ragonese
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Nina began working with Mountain Peak in the summer of 2015, shortly after graduating from the University of San Francisco with a BS in Marketing. Nina works behind the scenes to provide our clients with informational workshops, fun events, online resources and more.

Kim Mendoza
Office Administrator

Kim Mendoza started at Mountain Peak in February 2019 as our office administrator. Kim is the first person you’ll speak with when you call or visit our office. Kim is dedicated to helping the clients of MPF feel like family and will work diligently and empathetically to help meet your specific needs throughout your financial planning journey.

Marketing Director

Our Home in Upland

In October 2015, we opened the doors to our new and improved office in Upland, CA, after being in San Dimas for 7 years.

We hope you'll visit us soon!