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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.

ANNUAL REVIEWS

At least once each year, we will be in contact with you to review your accounts. We will always call you when your account anniversary is approaching, but you are also welcome to use the online booking tool below to schedule your appointment. 

 
Schedule your annual review phone call today to review your accounts with Charles.
Annual Review - PHONE
30 min
Complimentary
Schedule time now to meet with Charles at our Upland office to review your accounts.
Annual Review - UPLAND OFFICE
30 min
Complimentary
 

CLIENT EVENTS

We enjoy hosting a few events each year for our clients that are not informational, but rather are a time for us to get to know each other on a more personal level and are a space for our clients to connect with each other. We believe these events help to cultivate a strong community. We hope you, our clients, will join us, as these events are all crafted with you in mind. 

PAST EVENTS

  • Cucamonga Quakes Baseball Game (2016)

  • Wine Tasting at the Joseph Filippi Winery (2016)

  • "Paper Purge" Paper Shredding Event (2017)

  • "Saturday Matinee" movie showing at the Laemmle Claremont (2017)

  • 25th Anniversary Breakfast at the Red Hill Country Club (2017)

  • "Living Memories" Memorial Event at Central Park, Rancho Cucamonga (2018)

  • Palm Desert Brunch at the Desert Willow Golf Resort, Palm Desert (2018)

  • "Paper Purge" Paper Shredding Event (2019)

  • Palm Desert Brunch at the Desert Willow Golf Resort, Palm Desert (2019)

 

RESOURCES

Please note that, in addition to in-office and phone call meetings, the following resources are available to you as our clients.

emails

The Mountain Peak Insider:

A quarterly e-newsletter that includes Charles' quarterly market review video, event reminders, FAQs, and more.

If you are not currently receiving this and would like to, please subscribe below.

On the Road with Mountain Peak Financial:

An e-newsletter with helpful articles and retirement tips delivered to your inbox every Monday.

If you are not currently receiving this and would like to, please subscribe below.

info sessions

View From the Top is a seminar and workshop series that we at Mountain Peak have created to keep you informed on important and complex topics. Our goal is to help you feel as confident as possible throughout all your financial strategies by providing you with quality information, answering your questions, and connecting you to other professionals in the community. 

This workshop is held right in our Upland office classroom and there is no charge.

 
 

REFERRALS

We are excited to find out how we can be of service to your friends and family members.

We've created a way for you to refer your friends and family online.

We'll contact them.

Withdrawals

When you need to withdrawal money from your account, allow 10 - 14 days to receive the money. Please call in advance of when you need the money. We may also need to send you forms. 

1099 Tax Forms

When tax season comes around and you need you 1099 tax forms, please be sure to call us ahead of time so we can get the forms to you on time. If you have a meeting planned with your tax preparer, you will need to ask us for your 1099 forms prior to the meeting.

Updates to:

  • Addresses

  • Beneficiaries

  • Bank Accounts

  • Distributions

When any of these change, we need to know. Please contact us accordingly.

Others

  • Income distributions

  • Opening new accounts

  • Deaths in the family

REMINDERS

Please contact us immediately for any of the following:

Stay tuned for our 2020 client appreciation event schedule!