5001 California Ave., Suite 125
Bakersfield, CA 93309

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Mapping the Road to Retirement

Retirement may seem a long way off,

but it will be here before you know it.

Start planning today!

Plan today for a prosperous tomorrow

Envision your future

Explore your options

Enact your plan

Goals for the future?

We can help you get there.

Business owners often focus
on the business and not their
personal financial wellbeing.

We can help you with both.

You work hard for what you earn.

Take time to protect it.

We are fee-based comprehensive financial planners.

We are fee-based comprehensive financial planners.

Topics of Interest

We create an environment where our clients feel safe to talk… and we listen. Quality conversation—where we prioritize and decide on a place to start—builds trust and confidence. We don’t micromanage, rather, we simplify information to make it understandable.

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Financial Planning is the process of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve a sense of security. In many ways, this is a process driven by your life.

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With the support of your accounting and legal advisors, we can help you structure and implement a plan to help achieve your objectives.

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Many people find that investing can be challenging and at times tedious. At Charpentier Wealth Strategies, we strive to make investing effortless and stress-free in a way that works for you.

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Charpentier Wealth Strategies