We understand meeting with a financial advisor may be scary. Why don't we start with a complimentary virtual meeting? It's just a conversation.


What's in this conversation?

What's NOT in this conversation?

This conversation is simply for both of us to find out if there's anything we can do to assist you in your retirement planning. 

You can start by letting us know where you are in your retirement planning and what obstacles you could be facing, if any. 

Whether you're trying to figure out if you have enough money to retire, you aren't quite sure what to do with your 401(k), you want help finding a good solution for leaving money for your beneficiaries, and so on, let us know what you're experiencing and we'll let you know if we can help.

A sales pitch.

At the end of our conversation, we'll offer you an in-office meeting, but it won't go further than that. We will be respectful of however you wish to proceed and hope that, at the very least, we were able to help answer some of your questions and provide a little bit of clarity.

Whom will I be speaking with?

Charles Ragonese, CFS, CRPC, President of Mountain Peak Financial, Inc.

Charles Ragonese is Mountain Peak Financial's president and sole financial advisor. He is a Certified Fund Specialist (CFS) and a Chartered Retirement Planning Counselor (CPRC). With more than 20 years of experience, Charles has helped hundreds of retirees plan for their best financial futures.

He's a family man who has a lot of random hobbies and really is as cheery as he looks in this picture! Charles loves what he does and wants only what is best for his clients. He looks forward to speaking with you.


How much does this phone consultation cost?

Nothing. Like we said, it's just a conversation. We won't be charging you. In fact, we never charge for consultations, whether they are over the phone or in our office.

Will I have to make an appointment after?

No. Unless you want to! We'll offer you an in-office meeting but you are certainly not obligated to continue meeting with us and we would never try to make you feel that way.

Will I be sold anything?

No. Even if you do decide to come to our office to further discuss your retirement planning, this phone consultation is not the time for us to recommend products. We would need much more information to help you with our best recommendation.

Is my information safe?

Confidentiality and privacy are of upmost importance to us. If you share personal information with us that is relevant to your retirement planning, you can trust that that information will stay between us. We will never give out your information to anyone.

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.  Charles Ragonese CA LIC #0B02155, Firm LIC #0I88569           620413

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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.


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.