OUR MISSION
At Mountain Peak Financial, Inc., we are dedicated to informing our clients and working closely with them to help develop 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.
ABOUT US
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. We understand how daunting it can be to create long-term financial strategies, and we never want our clients to feel like they're alone in that process.
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 successful 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.
Nina Ragonese
Marketing Director
Yvonne Aguilar
Office Manager
Ellie Ragonese
Event Host
why work with us
OUR VALUES
Trust
At Mountain Peak, we strive to earn your trust and are honored to have it; we know that a good working relationship can't exist without it. We prioritize the transparency and communication that are key to working together to plan your financial future.
Accessibility
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.
Connection
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.
