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
“Walpole & Co. introduced us to things we didn’t know were possible, saving us time, energy and money. The next time software and IT challenges sound the alarm, Walpole will be our first call.”Linda Nash
North American Fire Hose Corporation