Fee-Only Retirement Planning in Vancouver, WA

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

I specialize in working with Vancouver retirees aged 60 - 80 make smart decisions with their money throughout retirement.

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meet with charles
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.

I help retirees in Vancouver with:

  • Withdrawal strategies from IRAs, Roths and brokerage accounts to manage taxes and cash flow.

  • Investment alignment across accounts for tax efficiency.

  • Social Security claiming options based on your broader financial picture.

  • Estate planning review: ensuring beneficiary designations, trusts, and wills are properly structured.

  • Legacy and charitable giving plans, including qualified charitable distributions (QCDs).

  • Roth conversion planning to take advantage of low-income years or tax bracket gaps.

  • Team coordination with your CPA and attorney — no more chasing everyone down!

Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

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Aerial view of the Vancouver, WA waterfront at dusk with illuminated modern buildings and a park along the shoreline.

The Beautiful Downtown Waterfront

My Vancouver Office!