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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.

25 Things to Know About Charles on his 25th Anniversary

April 18, 2017

 

 

 

 

  1. Mountain Peak Financial, Inc. is celebrating 25 years of guiding friends on the road to financial confidence this year, 2017.

  2. The company name has evolved from “Charles Ragonese Insurance Services” (1992 – 2006) to “Charles Ragonese Retirement Solutions” (2006 – 2013) to “Mountain Peak Financial, Inc.” (2014-present).

  3. Charles and his wife Ellie enjoy riding their Harley Davidson motorcycles through the Angeles National Forest. 

  4. Charles’ all-time favorite movie line is “That worked out nicely, Max!” from Jim Carey’s adaptation of How the Grinch Stole Christmas.

  5. Charles is Italian American and originally from New Jersey, but don’t worry – he’s nothing like the Jersey Italians in the popular reality TV show, The Jersey Shore.

  6. Charles enjoys sailing in San Destin, Florida and in the Caribbean.

  7. Charles and Ellie recently celebrated 25 years of marriage in December 2016.

  8. Charles has two aquariums at home – one salt water and one fresh water – and orders his fish online!

  9. Charles was the wrestling champion of his high school.

  10. Charles’ favorite sandwich on the west coast can be found at The Hat, but authentic Philly cheesesteaks will forever have his heart.

  11. Charles looks forward to having the opportunity to travel with his family and experience the rest of the world.

  12. Charles has been known to laugh at all of his own jokes, without fail.

  13. Charles chose the company name “Mountain Peak Financial, Inc.” because he has always had a deep appreciation for the beauty of mountains and wants our clients to know that we, like mountains, are sturdy and dependable! Conveniently, our main office is also located at Mountain Ave.

  14. Charles plays the accordion, but only once a year when his family begs him to bring it out on Christmas Eve and join in the caroling. 

  15. Charles has been an entrepreneur from early on in his life, owning a construction company at just 23 years old.

  16. Charles has 4 children ranging from ages 23 – 42, and one newborn granddaughter

  17. Charles is a Certified Fund Specialist (CFS) and a Chartered Retirement Planning Counselor (CRPC).

  18. Charles is a fiduciary, which means that he is required to act in the best interest of the client. But he and the rest of the Mountain Peak team view our clients as family, so we wouldn’t ever do anything other than that anyway.

  19. We at Mountain Peak Financial are excited to build a community among our clients, so we host a few client events each year and send out update emails to make sure everyone can stay in the loop.

  20. Charles finds great joy in educating people about their investments by teaching a course on retirement planning at local colleges.

  21. Mountain Peak Financial, Inc. is happy to say we have clients in 13 states across the U.S, including Indiana, Colorado, Montana, and more.

  22. On occasion, Charles enjoys a fine cigar!

  23. When Charles gets together with his two brothers in New Jersey, they do nothing but laugh!

  24. Charles loves gadgets, and he has plenty of them – automatic soap dispensers, wireless window shades, and Bluetooth BBQ thermometers, to name a few.

  25. The Mountain Peak Financial team enjoys hosting events for our clients, such as wine tastings, breakfasts, and financial workshops. Be sure to visit our website for upcoming event dates!

 

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.

Charles Ragonese CA LIC #0B02155, Firm LIC #0I088569

 

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