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).
-
Total Assets Under Management281MILLION
-
Total Number of Accounts457ACCOUNTS
-
Average Account Value$613,895
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, NE, NH, TX, WA
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.
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.
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.
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.
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.