Tony Chartrey, AIF®
Senior Wealth Consultant
Seattle, Washington|San Francisco, California
Designations and Licenses
Tony is an Accredited Investment Fiduciary®.
Experience and Education
Tony focuses on new business development in the Pacific Northwest. He 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’s Offices
Insights
Your Questions, Answered: Tax-Friendly States
September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas and Brian Leitner discuss tax advantaged states, and answer...
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Nike Swoosh Recovery Intact
September 8, 2020
Another month and another series of data, which, on balance, suggests the U.S. economic recovery is continuing. Business activity...
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Making Social Security Part of Your Wealth Plan
September 8, 2020
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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