Enter your 6-digit code

Contact Us  |  Phone: (805) 569-9487

Paul Mannion

Associate Advisor

Paul Mannion-1

Paul has been helping clients achieve their financial goals since 2003.  His current position of Associate 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 young 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.

“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.