Meritage Asset Management Group
Community Involvement
ANDREA KLIPFEL:
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Founding Member, Goddess Gathering - Paso Robles Chapter 2015 - Present
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Member 1542 Navigator's Circle, Morro Bay Maritime Museum – 2015 - Present
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Board Member, Past President, Quota International, Morro Bay 2012 - Present
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Member Paso Robles Chamber of Commerce 2013 – Present
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Committee Member "Women in Business" Paso Robles Chamber 2013 - 2014
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Board President Morro Bay Chamber of Commerce 2009-2011
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Board Member Estero Bay Newcomers Club 2010-2013
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Distinguished Member, Morro Bay Rotary 2009
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Paul Harris Fellow, Morro Bay Rotary 2009
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Member Morro Bay Rotary 2006-2013
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AAMS, College of Financial Planning 2003 - Present
Licenses:
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Series 7
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Series 63
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Series 65
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California Insurance License #0E07494
KEVIN KLIPFEL:
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Member 1542 Navigator's Circle, Morro Bay Maritime Museum – 2015 - Present
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AAMS, College of Financial Planning 2011 - Present
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Member Paso Robles Chamber 2009 – Present
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Member Paso Robles Main Street Association – 2009 - Present
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Board Member, Newsletter Chair North County Newcomers Club 2010 – 2012
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Paul Harris Fellow, Morro Bay Rotary – 2010
Licenses
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Series 7
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Series 66
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Series 24
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California Insurance License #0G32072
