Walpole Financial Advisors, LLC

Walpole Financial Advisors, LLC (CRD# 135834) is a financial advisory firm headquartered in Goleta, CA. They manage $280,549,954 in 457 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $613,895
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NE, NH, TX, WA

Financial Advisors at Walpole Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Yusuf A. Balogun
CRD#: 5747592
70 Santa Felicia Drive, Goleta, CA 93117

Yusuf Balogun (CRD# 5747592) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 14 years of experience in the finance industry.

2
Paul K. Mannion
CRD#: 4764558
70 Santa Felicia Drive, Goleta, CA 93117

Paul Mannion (CRD# 4764558) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 19 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.

3
Anita J. Peca
CRD#: 5293661
70 Santa Felicia Drive, Goleta, CA 93117

Anita Peca (CRD# 5293661) 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.

4
Kirk B. Stovesand
CRD#: 4249778
70 Santa Felicia Drive, Goleta, CA 93117

Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 23 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.

5
Marlin B. Stovesand
CRD#: 6704432
70 Santa Felicia Drive, Goleta, CA 93117

Marlin Stovesand (CRD# 6704432) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 7 years of experience in the finance industry. Marlin 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.

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