Paul Mannion
Wealth Advisor
Paul has been helping clients achieve their financial goals since 2003. His current position of Wealth Advisor allows him to provide in depth financial planning and education to Walpole Financial Advisors’ clients.
Paul has always had a passion for financial planning, which led him to obtaining a Bachelor of Arts in Economics from the University of California, Santa Barbara. He has educated clients in the areas of investments, insurance, retirement planning, college planning and personal cash flows. His goal is to provide unbiased advice to clients that will assist them in obtaining their short and long term financial goals. Paul currently holds the CERTIFIED FINANCIAL PLANNER™ designation.
Paul currently lives in Santa Barbara with his wife and two daughters. In addition to spending his time taking advantage of the many activities Santa Barbara offers with his family, he also likes any outdoor activities.
Links Categories
- The Team
“Walpole consultants were not only exceptional during our research, but also during the conversion and set up phases of implementation. During this transition period and up to the present, we have found Walpole accessible, responsive and sensitive to our needs. Walpole sold us a great product and most important of all, the service we received was even greater.”Rob DiEllo (Former Controller)
FRS Company