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
This Too Shall Last?
April 5, 2021
The U.S. economy should grow more than 5% “real” gross domestic product (GDP) this year. I had been looking...
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Your Questions, Answered: Financial Spouse
March 25, 2021
On this week’s episode of Your Questions, Answered Nicholas Rafetto talks with Brian Leitner about educating your spouse on...
Watch 
Vineyard to Glass: The Wine Experience
March 23, 2021
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what...
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