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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Paul Mannion (CRD# 4764558) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 13 years of experience in the finance industry. Paul Mannion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jean Smith (CRD# 4266275) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 17 years of experience in the finance industry. Jean Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 17 years of experience in the finance industry. Kirk Stovesand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Yusuf Balogun (CRD# 5747592) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 8 years of experience in the finance industry.
Glen Estabrook (CRD# 1578391) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Goleta, CA and has over 20 years of experience in the finance industry.
William Moon (CRD# 5782383) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Goleta, CA and has over 7 years of experience in the finance industry.
Anita Peca (CRD# 5293661) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 11 years of experience in the finance industry.
Alexander Sanchez (CRD# 5624288) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goleta, CA and has over 8 years of experience in the finance industry.
William Wagner (CRD# 2745517) is an Investment Advisor Representative working at Lpl Financial LLC in Goleta, CA and has over 21 years of experience in the finance industry.
Marites Blair (CRD# 6759793) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has 1 year of experience in the finance industry.