Hi, I’m Charles Petitjean.

I’m a Fee-Only CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor with Barker Wealth Management, LLC.

I partner with retirees who want to delegate their financial decision-making, helping them spend more in retirement and pay less in taxes through ongoing financial planning and investment management.

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Professional headshot of Charles Petitjean, CERTIFIED FINANCIAL PLANNER® professional. He has short light brown hair, blue eyes, wearing a blue blazer and a checkered shirt, against a white background.

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Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

You’re 60 - 75, and retired or retiring soon.

You have $1 million (or more) in retirement savings.

But, you have questions..

"How do I turn my
nest egg into a paycheck?"

"How can I reduce my taxes in retirement?"

"Should I be invested differently now that I’m retired or retiring?"

I help you coordinate and organize all your financial pieces into a Clear Retirement Roadmap™:

  • Investment Portfolio

  • Tax Strategy

  • Social Security Timing

  • Estate Planning

  • Charitable Giving

  • Retirement Withdrawal Strategy

  • Coordinating advice between your accountant, estate attorney, and insurance broker.

Visit me:

Note: Office hours are by appointment only. Please call prior to visiting.

Thank you!

 

1220 Main St, Suite 400

Vancouver, WA 98660

Vancouver Office:

 

2005 SE 192nd Ave, Suite 200

Camas, WA 98607

Camas Office:

Hours
Monday–Friday
8am–5pm

Phone
(503) 334-8796