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(661) 322-5204
debbie.charpentier@acordandfong.com
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Know Your Number

Simple solutions that are designed to help make your money last as long as you do.

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No Shame. No Stress. Just Service.

If you’re searching for a financial advisor, chances are you might be feeling slightly stressed and overwhelmed. We get it; thinking about how your finances are working for you now and if you’ll have enough moving forward is something that everyone worries about.

Fear often lies in the unknown - that’s why it’s important to find someone who can answer your questions and give you impartial advice on how to move forward. At Charpentier Wealth Strategies we’re passionate about helping you create a Financial Roadmap that fits your current and future lifestyle. We’re dedicated to the individuals, families and business owners who want to live life to the fullest, now and in the future.

Stay on Track


How can a financial planner help me stay on track with my goals?

Protect Your Future

How can I protect my money now and in the future?

Provide for Your Family

I'm worried about sending my kids to college. What are my options?

Keep More of Your Money

How can I make more informed decisions about tax planning?

Jenny is a high-level executive who divorced early in life and raised five kids on her own. For many years, her family and her career were her main priority and while her parents taught her great financial lessons...life got busy. She was focused on other things.

Now, at 65, she's worried that she might not have enough for retirement. It's time to talk to a professional.

We recognized right away that Jenny's investments and real estate holdings were diverse and complicated.

We also saw that her estate plan needed to be revised to consider complicated family relationships.

Working together, we created a plan just right for her so that she knew where she stood with her financial goals. Now, with regular reviews, Jenny can keep us posted on any changes and we can act accordingly.

She's on the right path!

Meet Debbie Charpentier

Meet Debbie Charpentier

After 30 years in this business, I have learned that most people were never taught the importance of financial planning. That's okay! It's my job as a financial professional to meet you where you are, listen to your goals and worries, and create a plan that's personal to you.

Don't stay awake at night wondering if you'll be okay. Get the answers you need.

Step 1: Schedule an Appointment

Step 1: Schedule an Appointment

This initial meeting is a way for us to get to know each other. No paperwork needed!

Step 2: Let's Make a Plan

Step 2: Let's Make a Plan

I'll send you a simple checklist of what you'll need at our planning meeting. It's time to get your questions answered!

Step 3: It's Time to Take Action

Step 3: It's Time to Take Action

We'll discuss your goals, changes, and how I can support you and help you achieve the future you want.

Are You Wondering if You'll Have Enough? 

At Charpentier Wealth Strategies, we love helping women take control of their financial future and if you're a woman in your 40s/50s...you might be wondering if you're on track.

In this eBook, you’ll understand more about...

  • What insurance you'll need as you age. (Maybe it's not as much as you think!)
  • How to interview financial advisors to find the right fit.
  • How to give thoughtfully to charities in a money-wise way.

DOWNLOAD MONEY & MENOPAUSE: Welcome to Your 40s & 50s!

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