Press Releases

FOR IMMEDIATE RELEASE                                                                                            


Kevin & Andrea Klipfel

(805) 226-4062




Paso Robles, CA — March 23, 2018 – Kevin and Andrea Klipfel, independent LPL Financial advisors at Meritage Asset Management Group in Paso Robles, today announced their inclusion in LPL’s Director’s Club. LPL awards select advisors, out the more than 15,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success.


“On behalf of LPL, I congratulate Kevin and Andrea,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “The Klipfels have demonstrated tremendous value to their clients with the service they provide to help them pursue their financial goals. We thank Kevin and Andrea for the contributions they make to their clients, their commitment to offering their clients independent financial advice and their ongoing relationship with support of LPL. We wish them both continued success.”  


The Klipfels have been providing financial services to clients in San Luis Obispo County for over 13 years. The Klipfels provide local families and business owners a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.


LPL is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice.


About Meritage Asset Management Group

Founded in 2013, on the principal of independent advice; our singular focus is on creating customized strategies that help our clients set and pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help manage them by our providing sound financial information.


About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. / NASDAQ: LPLA

*Based on total revenues, Financial Planning magazine June 1996-2017


Securities and asset management offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC