Charles Petitjean, CFP®

Helping those aged 50+ live better retirements while paying less taxes.

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Barker Wealth Management, LLC Charles Petitjean, CFP®
Vancouver, WA

Serving Clients Nationwide

Helping those aged 50+ live better retirements while paying less taxes.

1 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Tax-Smart Distribution Planning
  • Taxes

About Me

Hi I'm Charles Petitjean! I'm a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional and Wealth Advisor with Barker Wealth Management, LLC and I specialize in helping individuals aged 50+ retire on their own terms and pay less taxes.

I focus on helping you:
▪️Maximize Your Money
▪️Pay Less Taxes
▪️Live a Better Retirement
▪️Have Less Money Stress

Some background:

▪️Born in Paris, France but consider the Pacific Northwest as my home.
▪️Live in Ridgefield, WA with my wife, Cassidy, my son, Julien and my Goldendoodle, Louis.
▪️My hobbies include: traveling, outdoor adventuring, sports like golf, soccer and basketball, enjoy a glass of Syrah and drinking a west coast IPA.
▪️Graduate of Oregon State University with degrees in Finance and Business Information Systems.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network

Primary Location

1220 Main Street, Suite 400, Vancouver, WA 98660

Additional Locations

📍 2005 SE 192nd Ave, Suite 200, Camas, WA 98607

📍 111 SW 5th Ave, Suite 3150, Portland, OR 97204

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only

What to expect in the first meeting

In our first conversation, we will discuss what's on your mind and most important to you. We will also assess what you are searching for in a relationship with a financial planner.

Offers Investment Management

Yes

About our Firm

Barker Wealth Management, LLC is an SEC Registered Investment Advisory Firm specialized in serving those aged 50+ live better retirements with less money worry.

We are Fee-Only Financial Planners who offer ongoing engagements that bundle financial planning and investment management with regular strategic review sessions. We also offer flat-fee one time financial planning engagements.

Education

Oregon State University, Degrees in Finance & Business Information Systems

Hobbies and Interests

  • Board Games
  • Camping
  • Eating Out
  • Family
  • Football
  • Golf
  • Hiking
  • Pickleball
  • Reading
  • Running
  • Soccer
  • Sports
  • Traveling
  • Wine
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Engineers
  • Families
  • Gen X
  • Individuals
  • Living in Retirement
  • Physicians
  • Technology Professionals
  • Travel Lovers
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Someone You Can Count On

✅ Wealthtender Certified Advisor Review™
Jan 18, 2025
To be candid, Charles has been a close friend of mine for many years, and while some may presume that undermines objectivity, I’d suggest this provides a unique insight into his professionalism and character. I’ve seen firsthand his humility, integrity, and genuine care for others, qualities that are evident in both his personal life and his work. He is passionate about the work he does at a fundamental level, and this drives his unwavering commitment to understanding his clients’ needs and providing thoughtful, dependable guidance. I can confidently say that anyone seeking a trustworthy and dedicated financial advisor would be fortunate to work with him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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