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Founder and President,
Mountain Peak Financial Inc.
Charles Ragonese is the Investment Adviser Representative and president of Mountain Peak
Financial Inc., which he founded in 1992. He is a licensed insurance agent and has passed the
Series 65 exam and is an investment adviser representative in California. Ragonese also 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). Mountain Peak Financial, Inc. focuses on retirement planning.
Chances are, you’re going to need it someday, and luckily there are several options, including annuities and life insurance with an acceleration of the death benefit, designed to help.
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