Marlin Stovesand
Staff Accountant
Field of Expertise: Individual Tax Services, Company Sponsored Retirement Plans
Education: BBA in Finance with an Accounting Minor from the University of San Diego, Series 65; Series 63, Chartered Retirement Plan Specialist, Qualified Family Office Professional
Background: Marlin grew up in Ojai, California and currently lives in Santa Barbara. He enjoys scuba diving, golfing, and traveling. Marlin is currently a Certified Financial Planner (CFP®) and is excited to help clients with their tax and financial concerns.
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Greg Jensen (President)“The guys at Walpole are very sharp, and not just with technology. Their experience and savvy with business and financials is also a tremendous benefit to us... I look back now and realize things are much more streamlined and efficient since working closely with Walpole.”
Jensen Global