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)
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Pete Andresen
Founder / CEO
Eric Andresen
Junior Partner
Karen Andresen
Client Advocate