Andrea Klipfel Email & Phone Number
Wealth Manager, AAMS, at Grove Point Financial, LLC. @ Grove Point Financial
Andrea Klipfel's Location
Paso Robles, CA, US
Andrea Klipfel's Work
- Wealth Manager, AAMS, at Grove Point Financial, LLC. @ Grove Point Financial
- Wealth Manager, AAMS @ Independent Financial Group, LLC
- Wealth Advisor, AAMS @ LPL Financial
- member @ Rotary Club of Morro Bay
- Sr. Financial Advisor - Meritage Asset Management Group @ Wells Fargo Advisors Financial Network
- Financial Advisor, AAMS @ Edward Jones
- Vice President @ SGB Investor Relations
- Director of Investor Relations @ Yahoo
Andrea Klipfel's Education
- University of Phoenix
Bachelor of Science - BS (Business, Management, Marketing, and Related Support Services)
2000 - 2016 - College of Financial Planning
AAMS (Financial Management)
2006 - 2007 - West High School
High School Diploma
1982 - 1986
Andrea Klipfel's Skills
- Financial Advisory
- Series 63
- Coastal
- Fixed Annuities
- Executive Management
- Insurance
- Retirement Planning
- IRAs
- Financial Modeling
- Investments
Andrea Klipfel's Summary
Andrea Klipfel, based in Paso Robles, CA, US, is currently a Wealth Manager, AAMS, at Grove Point Financial, LLC. at Grove Point Financial, bringing experience from previous roles at Independent Financial Group, LLC, LPL Financial, Rotary Club of Morro Bay and Wells Fargo Advisors Financial Network. Andrea Klipfel holds a 2000 - 2016 Bachelor of Science - BS in Business, Management, Marketing, and Related Support Services @ University of Phoenix. With a robust skill set that includes Financial Advisory, Series 63, Coastal, Fixed Annuities, Executive Management and more, Andrea Klipfel contributes valuable insights to the industry. Andrea Klipfel has 2 emails on RocketReach.
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ViewKevin Klipfel
Branch Manager, AAMS Meritage Asset Management Group at Grove Point Financial
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Andrea Klipfel
Wealth Manager, AAMS, at Grove Point Financial, LLC. at Grove Point Financial
Paso Robles, CA, US23 -
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