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Home > Financial Planner Directory > California > Monterey > Kenneth B. Petersen, CFP®, EA, MBA, AIFA
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Kenneth B. Petersen, CFP®, EA, MBA, AIFA

Monterey Private Wealth, Inc.

2340 Garden Rd
Ste 202
Monterey, CA 93940
Phone: (831) 372-3426
Fax: (831) 372-2964

Toll-free: Ext #114

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Household Income Minimum: $100,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

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