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 Palm Desert, California. They have two sons and two daughters. Charles is an aquarist and also enjoys motorcycling and astronomy.
CA Lic. #OB02155
Meet The Team
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.
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!