The Team

Merit Wealth Management

Merit Wealth Management is a boutique franchise of Ameriprise, offering bespoke financial planning services to our clients. We develop robust financial strategies to help you pursue your goals, starting today in order to plan for your dreams for tomorrow.

We’ve built a team of seasoned staff professionals to keep everything running smoothly, while Doug, Tim, Sandeep and Clifford focus on the big picture strategies and personalized service offerings that help our clients feel more confidence to make informed decisions.

Our Advisors

Sandeep Madhavan

Sandeep Madhavan

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Babson College - Bachelor of Science, Finance and Statistics, 2003
CA Insurance #0E34636

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Clifford Breeden III

Clifford Breeden III

Financial Advisor

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Designations

CDFA®

Top Areas of Focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Small Business

Education

California State University Fullerton - Bachelor of Business Administration (BBA), Finance
CA Insurance #0I40286

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Doug Peterson

Doug Peterson

Financial Advisor

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Top Areas of Focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0B30642

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Timothy S Blevins

Timothy S Blevins

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Bachelor of Science, Economics, University of California, Riverside 1979
CA Insurance #0693435

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Our Staff

Dana Madhavan

Dana Madhavan

Business Development Manager

Courtney Krol

Courtney Krol

Operations Manager

Gina Compton

Gina Compton

Client Relationship Manager