CoverProfile

Daniel Petrey

Owner, Financial Advisor and CFO

Mestmaker & Petrey Wealth Advisors Inc

United States, California, Bakersfield

About Me

My passion has been the stock market for as long as I can remember. As a boy, I always found ways to pursue financial growth. Even as a paperboy I was searching for ways to make my money grow. Born and raised in Taft California, I resided within an oil community where hard work brought about positive results. With that mindset, I earned my MBA and began my career in the financial industry. While working for a larger firm, I eventually realized that starting my own investment management company would enable me to bring my core beliefs and strategies directly to my clientele. Mestmaker and Petrey Wealth Advisors Inc. was established in 2009, and we are honored to be serving clients in and o

View more

Profile Information

Owner, Financial Advisor and CFO

Mestmaker & Petrey Wealth Advisors Inc

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bakersfield

California

United States

Aug 21, 2025

More profiles to browse

JM
Jeffrey Mestmaker
Chief Executive Officer
HC
Heidi Canet
Investment Advisor

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC