Charles Petitjean, CFP®
Charles Petitjean is a CERTIFIED FINANCIAL PLANNER™ professional in Ridgefield, WA who specializes in helping individuals 50 years and older live better retirements while paying less taxes:
As a CFP®, he helps you:
- Maximize Your Dollars
- Pay Less Taxes
- Create and Preserve Generational Wealth
He first seeks to understand your life aspirations and motivations prior to delivering you tailored advice specific to you and your family.
A few of the questions that he can help you answer:
- When can I retire and what lifestyle will I be afforded?
- How should I use my retirement assets to create my income and in what order should I withdraw from them?
- Do I have a tax-smart plan in place?
- When is the right time to take social security?
- Do I have the right setup in place to ensure that my heirs will be taken care of and receive what I feel they deserve?
More About Me:
Charles has spent many years in the financial planning/ wealth management industry and takes great pride in providing high quality service to each and every one of them. His clients have peace of mind in knowing that their best interests are always his top priority and that they’re on track for a better tomorrow.
He is a graduate of Oregon State University with degrees in Finance and Business Information Systems and continues to support his alma mater.
Charles is active in his community and is involved in a number of organizations including:
- RetireRidgefield (a community for local retirees) - Founder & Host
- Ridgefield Chamber of Commerce - Board of Directors
- Kiwanis Club of Ridgefield-La Center - Founding Member
- Pi Kappa Alpha - Beta Nu Alumni Association - President
He was born in Paris, France but considers the Pacific Northwest as 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.
