Steven  Merrell
Steven Merrell

Monterey Private Wealth, Inc.

Fee Only Financial Planner Located in Monterey, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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2340 Garden Road
Monterey, CA 93940

Steven Merrell is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Investment Management Monterey and Pleasenton CA

Steven Merrell is a principal and co-founder of Monterey Private Wealth, and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Prior to establishing Monterey Private Wealth, Steve was the founder and chief investment officer of Willow Ridge Capital Advisors, recognized as one of the top 500 wealth managers in the nation by Wealth Manager Magazine

Before Willow Ridge, Steve was a senior portfolio manager at American Express where he managed institutional portfolios with assets totaling more than $10 billion. While leading American Express' fixed income efforts in the emerging markets, Steve met and planned with global government and business leaders, including the president of Hungary, the former prime minister of Russia, as well as finance ministers and central bankers in Argentina, Brazil, Chile, Mexico, Peru, Venezuela, Kenya, Egypt, Thailand, Indonesia, Malaysia, and Korea.  In 1999, Lipper Analytic recognized Steve’s primary fund, the AXP VP Bond Fund, as the top fund in its category for the decade of the 1990’s.

Steve graduated with a BA in Economics and a Masters of Business Administration (MBA) from Brigham Young University.

Steve and his wife Jeanne have five children. They enjoy family activities, serving in their church, backpacking, cycling and scuba diving. Steve is based in Monterey, California, and currently serves as treasurer and member of the board of directors for the Hospice Foundation and is a board member for the Monterey Bay Area Council for the Boy Scouts of America. He is active in Rotary.