Mountain Peak Financial, Inc.

Mountain Peak Financial, Inc. is a wealth management firm in Loma Linda, California, serving individuals and families with personalized financial planning, retirement income strategies, legacy planning, and tax-efficient solutions. The firm specializes in helping clients prepare for and enjoy retirement through comprehensive, customized financial strategies, including IRA and 401(k) rollovers, asset preservation, and investment management. Founded in 1992 by Charles Ragonese, CFS™, CRPC®, the firm has served the Redlands and surrounding communities for nearly three decades, with a focus on long-term financial security and sustainable retirement lifestyles.

Charles Ragonese, the firm’s principal, began his career in financial services in 1992 and became a registered Investment Adviser Representative in 2008 after passing the Series 65 exam. He holds the Chartered Retirement Planning Counselor™ and Certified Fund Specialist™ designations and is a member of the National Association of Insurance and Financial Advisors. The firm emphasizes a client-centered approach, guiding individuals through three key phases: Dream it, Plan it, and Live it. This process involves understanding personal retirement goals, developing actionable plans, and maintaining ongoing support to ensure long-term success. Services are offered independently, allowing for tailored strategies across a broad range of financial products and services.

Located at 1901 Orange Tree Ln, Suite 260, in Redlands, California, the firm sits just a short walk from The Grove School - Farm Campus, the Grove School Farmers Market, and Heritage Park, with Loma Linda University Behavioral Medicine Center and Oasis Medical Plaza within a quarter-mile radius. The office is situated on Orange Tree Lane, adjacent to a mix of educational, recreational, and healthcare facilities.

While specific rating data is not available, the firm’s long-standing presence in the community, founder-led expertise, and focus on retirement planning underscore its trusted role in helping clients secure their financial futures.

Mountain Peak Financial, Inc. stands as a dedicated resource for retirement and wealth management in the Redlands area, helping clients turn their financial dreams into lasting reality.