Andrea Klipfel, AAMS
As co-owner of Meritage Asset Management Group, a financial professional, with 19 years’ experience and an active member of her 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.
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 and vacationing at the beach. Andrea has been married to her husband, Kevin, for 34 years and has a married son, Dagan, age 31, and his wife, Erica, age 31, and daughter Miranda, age 27.