A complete list of active advisors currently associated with Mestmaker & Petrey Wealth Advisors

Warmer can help you find a great advisor at Mestmaker & Petrey Wealth Advisors or one who fits your needs even better.

Mestmaker & Petrey Wealth Advisors provides asset management, pension consulting, and 401(k) participant services to individuals (including high net worth clients), trusts, corporations, and employer retirement plans. The firm also offers an optional subscription newsletter and client-accessible blog, and delivers educational seminars and participant education for plan sponsors. For discretionary asset-management clients the firm conducts at least quarterly reviews and tailors portfolios using a mix of charting, fundamental, technical and cyclical analysis, employing long- and short-term holdings as well as trading, margin and option-writing strategies where appropriate. Pension consulting engagements and 401(k) participant reviews are delivered on a case-by-case basis and may include assistance with plan structure, investment option reviews and ongoing participant education or workshops. The brochure highlights several features that are uncommon among similar supported firms: a paid subscription newsletter described as having a “somewhat aggressive bias,” regular educational seminars for retirement plan fiduciaries at no additional cost, and sponsorships or third‑party‑sponsored client events and speakers (disclosed as potential conflicts). It also discloses an operational relationship with Raymond James that provides research, technology and marketing support, plus one‑time onboarding assistance and transfer‑fee reimbursement arrangements.

To learn more about the advisors currently working at Mestmaker & Petrey Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Heidi Canet	Bakersfield, CA	10
Jeffrey Mestmaker	Bakersfield, CA	20
Daniel Petrey	Bakersfield, CA	23

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support