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Daniel P
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Daniel Petrey is a financial advisor at Mestmaker & Petrey Wealth Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with the firm since 2009. Outside of advisory work, he is a co-owner of a real estate holding company. Mestmaker & Petrey Wealth Advisors provides asset management, pension consulting, and 401(k) participant services to individuals, trusts, corporations, and employer retirement plans, offering tailored portfolio reviews and educational resources for clients and plan sponsors.
Jeffrey M
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Jeffrey Mestmaker is a financial advisor with Mestmaker & Petrey Wealth Advisors in Bakersfield, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Kern Tobacco Corp. and Kern Asset Leasing Corp. since 2014 and has been with Mestmaker & Petrey Wealth Advisors since 2009. Mestmaker & Petrey Wealth Advisors provides discretionary asset management, pension consulting, and 401(k) participant services for individuals, trusts, retirement plans, and business entities. The firm manages portfolios using a combination of charting, fundamental, technical, and cyclical analysis, and offers a subscription newsletter, educational seminars, and individual 401(k) reviews.
Heidi C
Series 65
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Heidi Canet is a financial advisor at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA, holding a Series 65 credential with 10 years of industry experience. She has been with Mestmaker & Petrey Wealth Advisors since 2012. Mestmaker & Petrey Wealth Advisors provides discretionary asset management, pension consulting, and 401(k) participant services for individuals, trusts, retirement plans, and business entities. The firm manages portfolios using a combination of charting, fundamental, technical, and cyclical analysis, and offers a subscription newsletter, educational seminars, and individual 401(k) reviews upon request.
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