Kevin Klipfel, AAMS

Kevin Klipfel, AAMS

Branch Manager, LPL Financial

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

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

Prior to his 9 years in the financial services industry at Edward Jones and Wells Fargo, Kevin held several mechanical engineering positions for technology firms in the Bay Area. In these positions he was in charge of cutting edge reasearch and development in the areas of semi-conductors, hard disc drive manufacturing, 3D printing technologies, and flat panel display manufacturing, many led by Stanford University PhD., programs and funded by DARPA.

Academic achievements includes  two Associate of Science degrees in General Education and Transfer Studies from Cuesta College, and Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning, Kevin's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to Kevin. Kevin is an active member of the Paso Robles Chamber of Commerce. Kevin enjoys travel, swimming, and vacationing at the beach.  Kevin has been married to his wife, Andrea, for 30 years and has a son, Dagan, age 27, daughter-in-law, Erica, age 27, and daughter Miranda, age 24.