5001 California Ave., Suite 125
Bakersfield, CA 93309

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Life Events or Just Starting Out

Busy Professional?

When your life changes, your financial life does too. We can help you prepare financially for major milestones — from beginning a new career to leaving a legacy for your grandchildren — with more confidence.

Planning for every stage of life

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.

Life-changing events we can help guide you through

  • Inheritance
  • New Baby
  • Marriage
  • Divorce
  • Home buying
  • Loss of spouse
  • Job loss
  • Job transition
  • Home downsizing

Your possible financial goals

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