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Charles Ragonese founded Mountain Peak Financial Inc. in 1992 and has been helping retirees plan for successful financial futures for almost 30 years.

Charles began offering insurance products and services in 1992 when he became a licensed insurance agent. Later, in 2008 he passed the Series 65 securities exam and became a registered Investment Adviser Representative. As an Investment Adviser Representative, Charles offers investment advisory services. In addition, Charles earned the Chartered Retirement Planning Counselor^SM (CRPC®) and Certified Fund Specialist™ (CFS™) designations, and is a member of the National Association of Insurance and Financial Advisors (NAIFA). ​ ​

Charles and his wife, Ellie, live in Palm Desert, California. They have two sons and two daughters. Charles enjoys motorcycling, gardening and astronomy.

CA Lic. #OB02155 Chartered Retirement Planning Counselor^SM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.