Tony Chartrey, Senior Wealth Consultant

Tony Chartrey, AIF®

Senior Wealth Consultant

San Diego, CA

As a senior wealth consultant, Tony focuses on new business development in the Pacific Northwest.

Tony has more than a decade of experience in the financial services industry. Prior to joining the firm, he was an associate regional director for Principal Funds in Oregon and Northern California. At Principal Funds, Tony assisted financial advisors and their clients with building customized wealth plans and asset allocation models. He began his career in 2008 with Jackson National in the variable, index and fixed annuity field.

Tony holds the Accredited Investment Fiduciary® designation, and he has passed the Series 6, 7, 63 and 65 exams.