5001 California Ave., Suite 125
Bakersfield, CA 93309
661.322.5204

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Busy Professional or Small Business Owner?

You’re plenty busy living your life. You know your financial affairs are paramount, but who’s got time to fine-tune the engine when you’re already running at top speed?

That’s where Charpentier Wealth Strategies comes in. A Charpentier Wealth Strategies financial advisor will take a look at your specific financial needs, including your current situation and your goals for the future. Together, you'll work to create a comprehensive financial plan that addresses your immediate needs and helps you put your future dreams more within reach. Call it a personal road map for the future.  

What are you waiting for? Call or email us to book your complimentary first meeting today.

Your possible financial goals

  • College education
  • Business ownership
  • Investment planning
  • Estate planning
  • Insurance
  • Long-term health care
  • Charitable giving

Business Owner?

Owning your own business is an American dream for many. But managing your own business takes a lot more than hard work. You need a financial plan — one that addresses financial needs and products for every stage of your business life cycle and that takes into account your personal financial goals and dreams. Some of the areas we will help you navigate are:

  • Tax strategies
  • Business valuation
  • Business succession planning
  • Business insurance and protection
  • Solutions for your business and your personal financial needs

Whatever your financial priorities are as a business owner, Charpentier Wealth Strategies has the resources and experience to address them. Working with a comprehensive financial planner trained in helping business owners, you'll have access to a financial planning process that can help synchronize your personal and professional financial goals.

What are you waiting for? Call or email us to book your complimentary first meeting today.