Tony Chartrey, AIF®
Senior Wealth Consultant
Seattle, Washington|Portland, Oregon
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
2021 Mid-Year Crystal Ball Outlook
July 28, 2021
The markets have been anything but boring, bouncing back from the pandemic peak but giving us things to keep...
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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes
July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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Women’s Wealth: Beyond Finances
June 15, 2021
In the realm of managing finances, there are some key issues that are unique to women. Whether that be...
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