Willow Ridge Capital Advisors and Petersen & Ramistella, Inc., Merge to Form Monterey Private Wealth, Inc.

Two veteran advanced financial planning and wealth management firms join, establishing one of the most experienced financial advisor teams in Northern California

September 27, 2011 - Monterey, CA – Principals Gary Alt and Steve Merrell along with Ken Petersen and Cris Cabanillas announce today that they are merging their respective firms, Willow Ridge Capital Advisors and Petersen & Ramistella, Inc., to form Monterey Private Wealth, Inc. (MPW), an advanced financial planning and wealth management firm based in Monterey and Pleasanton, Calif.

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Treygon Oler of Willow Ridge Capital Advisors earns Registered Paraplanner RP® designation

February 3, 2011 – Monterey, CA – We are pleased to announce that Treygon Oler of Willow Ridge Capital Advisors has earned the Registered Paraplanner SM designation from the College for Financial Planning.

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Steven Merrell, Co-Founder of Willow Ridge Capital Advisors, earns CFP® certification

September 30, 2010 – Monterey, CA – We are pleased to announce that Steven Merrell, co-founder and Chief Investment Officer of Willow Ridge Capital Advisors, has earned the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards.

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Willow Ridge Capital featured in Hacienda Network

November 17, 2009 - Willow Ridge Capital Advisors co-founder Gary Alt was recently featured in an executive profiles of the Hacienda Network, a monthly publication from the Hacienda Business Park in Pleasanton, CA.

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WRCA & KWAV 97FM Launch New Weekly Radio Feature

AUGUST 3, 2009 -- Soft Rock KWAV 97 FM Radio is pleased to announce the launch of a new weekly radio feature called Your Money Today. The feature will air each Wednesday at 8:50 a.m. beginning August 5th on the KWAV morning show hosted by Barry Brown and Karen Hamilton. Each week Brown and Steve Merrell, founder and President of Willow Ridge Capital Advisors, will offer short vignettes, discussing practical ideas to help families successfully manage through today's challenging financial climate.

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