
Ken Petersen
Partner
Monterey Private Wealth Inc
United States, California, Monterey
Profile Information
Partner
Monterey Private Wealth Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Monterey
California
United States
Jan 9, 2025
More profiles to browse
SM
Steven Merrell
Partner, Co-Founder, and Chief Investment Officer
Cristofer Cabanillas
Partner, President and Chief Executive Officer
Gary Alt
Partner, Co-founder and Chief Financial Officer
Hannah Rogge
Wealth Manager
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DH
Dennis Hanson
Principal
Jamison Hanson
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services