Charles Petitjean, CFP®

Financial Planner/ Wealth Advisor
charles.petitjean@barkerwealthmanagement.com
(503) 334-8796

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.
Interested in exploring a long-term advisory relationship?

Please take a moment to answer a few questions below. This will help us determine whether it makes sense to schedule an initial conversation.

 

 

 

More About Charles:  

Charles has spent his entire career as an independent advisor. He has done so thoughtfully because he wants his clients to receive objective financial advice with as little conflicts of interest as possible. These conflicts are often abundantly present at large, national institutions, given their service and compensation models. 

He is a graduate of Oregon State University, earning degrees in Finance and Business Information Systems, and continues to support his alma mater.

Charles is active in and around Ridgefield and is involved in several organizations, including:

He was born in Paris, France, but considers the Pacific Northwest his home. He currently resides in Ridgefield, WA, with his wife, Cassidy, his son, Julien, and his Goldendoodle, Louis.

Outside of the office, you can find him with his family and friends relishing in the beauty of the PNW, rooting on his beloved Blazers and Beavers, and enjoying a cold, West Coast IPA.