Charles Petitjean, CFP®
I help retirees make ongoing tax-smart financial decisions.
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Serving Clients Nationwide
I help retirees make ongoing tax-smart financial decisions.
Areas of Focus
- Financial Life Planning
- Investment Management
- Money Psychology
- Retirement Planning
- Tax-Smart Distribution Planning
- Taxes
About Charles Petitjean, CFP®
Charles Petitjean, CFP® is a fee-only CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor in Ridgefield, WA.He partners with retirees and near-retirees in an ongoing advisory capacity, providing financial planning and investment management so they can retire with confidence and pay less in taxes.
When working together, I help my clients:
▪️Build a long-term strategy for retirement income and spending.
▪️Coordinate tax-efficient withdrawal and investment decisions.
▪️Align their investment management with their ever-changing life.
▪️Integrating their financial planning with tax, legacy, and retirement decisions.
A few fun facts about me:
▪️Born in Paris, France, but consider the Pacific Northwest as my home.
▪️Live in Ridgefield, WA with my wife, Cassidy, my two sons, Julien and Chandler, and my Goldendoodle, Louis.
▪️My hobbies include: traveling, outdoor adventuring, golf, soccer, and basketball, enjoying a glass of Syrah, and drinking a West Coast IPA.
▪️Proud Alumni of Oregon State University with degrees in Finance and Business Information Systems.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
Primary Location
1220 Main Street, Suite 400, Vancouver, WA 98660
Additional Locations
📍 2005 SE 192nd Ave, Suite 200, Camas, WA 98607
📍 1220 Main St, Suite 400, Vancouver, WA 98660
📍 111 SW 5th Ave, Suite 3150, Portland, OR 97204
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
In our first conversation, we will discuss what's on your mind and most important to you. We will also assess what you are searching for in a relationship with a financial planner.Offers Investment Management
Yes
About Barker Wealth Management, LLC
Barker Wealth Management, LLC is an SEC Registered Investment Advisory Firm in Washington.We are a fee-only fiduciary wealth advisory firm that provides ongoing financial planning and investment management for retirees and near-retirees in SW Washington who value a continued partnership with a trusted advisor.
Education
Oregon State University, Degrees in Finance & Business Information Systems
Hobbies and Interests
- Board Games
- Camping
- Eating Out
- Family
- Football
- Golf
- Hiking
- Pickleball
- Reading
- Running
- Soccer
- Sports
- Traveling
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Families
- Gen X
- Individuals
- Living in Retirement
- Technology Professionals
- Travel Lovers
- Widow
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