Skip to main content
menu
  • Home
  • Client Experience
    • COVID-19 (coronavirus) Preparedness Information
    • No Hidden Fees
    • Your Experience
    • Value for Your Money
    • Your Team
  • Solutions
    • Investment Management
    • Financial Planning
    • Business Retirement Plans
  • Insights
    • Blog
    • Newsletters
    • Money Clips
  • Newsroom
    • As Seen In
    • In The News
    • Press Releases
    • Careers
  • Client Login
  • Contact

Left to right: Top row - Steve Merrell, Zach Harney, Cris Cabanillas, Ken Petersen, Mark Kooiman, Gary Alt, Julie Roth, Spencer Lloyd; Bottom Row - Anne Hepfl, Julie Garcia, Hannah Fortunato, Lisa De Ville, Hannah Rogge.


 

Partners

Partners & Wealth Managers

Wealth Managers Team

Operations Team

Kenneth B. Petersen CFP®, EA, MBA, AIFA®

Gary E.D. Alt AIF®, CFP®

Steven C. Merrell CFP®, MBA, AIF®

Cristofer A. Cabanillas CFP®, AIF®, CIMA®

Hannah Rogge CFP®, AIF®, CIMA®

Mark Kooiman CFP®, AAMS®

Julie Roth CFP®, AIF®

Zachariah Harney AIF®, CFP®, CIMA®

Spencer Lloyd CFP®

Lisa De Ville

Anne Hepfl

Julie Garcia

Hannah Fortunato

  • COVID-19 (coronavirus) Preparedness Information
  • No Hidden Fees
  • Your Experience
  • Value for Your Money
  • Your Team

Subscribe to Our Newsletter

Subscribe

Important Disclosure Information

Privacy Policy

Form CRS

Monterey Private Wealth
2340 Garden Road #202
Monterey, CA 93940

Tel. 831.372.3426
Fax. 831.372.2964

   

Monterey Private Wealth
4900 Hopyard Road #100
Pleasanton, CA 94588

Tel. 925.462.8005
Fax. 925.462.8720

   

© 2021 Monterey Private Wealth All rights reserved.