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.
Links Categories
“We’ve never had a concern about whether a problem can be fixed or not. Walpole consultants are top notch and very responsive. We’re always able to speak directly to a live person rather than sit on hold in a call tree or wait hours for someone to call back.”Ryan Abbott (Controller)
General Production Service, Inc.