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Marlin Stovesand

Staff Accountant

Marlin Stovesand

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.

“Our business is so much more accurate and efficient now. That automation has reduced our fulfillment expenses by 50% and cut customer service costs in half. Plus we’re getting products into the hands of our customers much more quickly which is great for customer satisfaction.”
Chris Kolodziejski (Owner)
Chella