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Paul Mannion

Wealth Advisor

Paul Mannion-1

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.

“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)
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