Charles Ragonese, Investment Adviser Representative
Charles Ragonese is 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.
Latest articles by Charles Ragonese, Investment Adviser Representative
Don't Leave Your Surviving Spouse in Dire Straits
retirement The death of a spouse has wide-ranging financial ramifications. Here are eight moves you could make right now to help ease some future burdens on the one you love.
Are You Really Ready for a DIY Retirement Plan?
retirement See if you have what it takes by answering a few questions.
By Charles Ragonese, Investment Adviser Representative Publishedretirement
Do You Have a Plan in Place for Long-Term Care?
Long-Term Care Insurance 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.
By Charles Ragonese, Investment Adviser Representative PublishedLong-Term Care Insurance
5 Common Roadblocks That Can Shut Down Retirement Success
Financial Planning When it comes to preparing for retirement, the devil is in the details. Just one slip-up can derail your plans.
By Charles Ragonese, Investment Adviser Representative PublishedFinancial Planning