Charles Petitjean, CFP®
Charles Petitjean, CFP® is a CERTIFIED FINANCIAL PLANNER® professional in Ridgefield, WA, who specializes in helping retirees live comfortably in retirement while paying less taxes:
As a CFP® professional, he helps you:
- Maximize Your Dollars and Retirement Spending
- Pay Less Taxes in Retirement
- Have Less Money Worry
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 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:
- RetireRidgefield (a community for local retirees) - Founder & Organizer
- 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 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.
