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.
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.
As a family-run business, we treat our clients like family too. Your financial well-being 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.
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.
We are currently located in Redlands, CA and have a branch office in Palm Desert, CA.
MEET THE TEAM
Charles Ragonese, CFS™, CRPC®
Investment Adviser Representative
Charles Ragonese founded Mountain Peak Financial Inc. in 1992 and has been helping retirees plan for their best financial futures for almost 30 years.
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 earned the Chartered Retirement Planning CounselorSM (CRPC®) and Certified Fund Specialist™ (CFS™) designations, and is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Charles and his wife, Ellie, live in Palm Desert, California. They have two sons and two daughters. Charles enjoys motorcycling, gardening, and astronomy.
CA Lic. #OB02155
Chartered Retirement Planning CounselorSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
why work with us
As an Investment Adviser representative, Charles is held to a fiduciary duty of care, which means he is legally required to work in your best interest when providing investment advice. When making insurance recommendations, the regulatory standard that applies is the suitability standard, which means that the recommendation meets your needs and objectives.
The team at Mountain Peak is always available to you by phone, email, and text to answer your questions and help you through any financial concerns you may have.
Our clients become like family to us. We take every chance we can to get to know you and make sure that you feel confident in your financial planning.
*Insurance products are sold based on the suitability standard at both the state and insurance carrier level; this means that product recommendations must meet the stated financial needs and objectives of the client. Investment advisory services are required to be provided in accordance with a fiduciary standard- this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.