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Investing in Monterey County for Over 30 Years

Financial advising for multi-generational wealth

About Andresen & Associates

Originally founded to manage local farmers' and ranchers' money, our firm has grown through two generations of leadership into a modern wealth management firm serving all of Monterey County.

Year Founded: 1987

Specialties: Legacy & Estate Planning, Retirement, Doctors

Fees: 0.1-1% of Assets Under Managment (Depending on Size)

  • Pete Andresen

    Founder / CEO

    Eric Andresen

    Junior Partner

    Karen Andresen

    Client Advocate

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