Tony Chartrey, AIF®
Senior Wealth Consultant
Portland, Oregon|
Seattle, Washington|
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
What Is the Real Cost of Owning a Pet?
June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
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Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.
June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
Read 5 Most Common DIY Financial Pitfalls
May 19, 2022
Are you doing your own investing and wealth planning without the help and guidance of a wealth advisor? In...
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