Kevin Klipfel, AAMS

As co-owner of Meritage Asset Management Group, a financial professional, with over 12 years’ experience and an active member of his 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.

Academic achievements includes  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 and vacationing at the beach.  Kevin has been married to his wife, Andrea, for 32 years and has a married son, Dagan, age 28 and wife Erica, age 28, and daughter Miranda, age 25.