Andrea Klipfel, AAMS

Andrea Klipfel, AAMS

Wealth Advisor, LPL Financial

Phone: (805) 226-4062
Fax: (805) 226-4118
E-mail:
 

As co-owner of Meritage Asset Management Group,  a financial professional and an active member of our community, Andrea is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.

Prior to her 15 years in the financial services industry at Edward Jones, Merrill Lynch, and Wells Fargo, Andrea held several executive level positions for technology firms in the Bay Area, including Director of Investor Relations for Yahoo!.  In her position at Yahoo! her responsibilities included being the primary liaison between the executive team and the Wall Street community, producing quarterly conference calls, managing relationships with buyside and sellside firms and helping to develop and oversee all investor programs for the firm.

Academic achievements include a Bachelor of Science in Management from University of Phoenix, and Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning, Andrea's education, experience and professional affiliations have fostered her practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to Andrea. Andrea currently serves on the Board of Quota International of Morro Bay, is an active member of the Paso Robles Chamber of Commerce. Andrea enjoys travel, yoga, and vacationing at the beach.  Andrea has been married to her husband, Kevin, for 30 years and has a son, Dagan, age 27, daughter-in-law, Erica, age 27 and daughter Miranda, age 24.