Charterpoint Wealth Strategies

Josh Bargfrede

Josh Bargfrede

Financial Planner
Special Needs Planner

Phone: (507) 287-6700 ext. 973
Fax: (507) 287-0068

Josh Bargfrede brings a diverse background of personalized financial planning and financial advising to Charterpoint Wealth Strategies. As a Rochester native, he was eager to begin his career in financial services with a local firm. While there, Josh was able to develop his skills in financial advising and planning. Charterpoint Wealth Strategies provides an environment for Josh to leverage these skills and find ways to enhance the overall client experience. Josh embraces the synergistic, client-centered atmosphere that Charterpoint brings to each client relationship.

Josh first joined the financial services industry because of his desire to work with people, helping them find security and enjoyment throughout whatever celebrations and challenges life may bring. He is invested in the Rochester community and its growth, and finds great joy in giving back to the community that has given him much. He currently serves on the Samaritan Bethany Foundation and Sertoma 700 boards and enjoys taking part in the many activities Rochester offers to raise awareness for local non-profits.

Josh and his wife, Kati, have three children and live in Rochester. They enjoy participating in their children’s activities, travel, and almost all outdoor activities, especially golf.

Community Involvement:

  • Samaritan Bethany Foundation Board of Directors, 2010—present
  • Sertoma 700 Board of Directors, 2013—present
  • Champion Basketball Coach, 2013—present
  • Rochester Downtown Alliance, 2009—2014
  • Rochester Civic Music, 2009—2012
  • YMCA, 2010—2014

Education & Designations:

  • University of Wisconsin—Madison, 2001—2003
  • Rochester Community and Technical College, 2003—2005
  • Financial Planner
  • Special Care Financial Planner 

Contact Information:

Charterpoint Wealth Strategies

301 Carlson Parkway, Suite 300
Minnetonka, MN 55305

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC.

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