Anita Peca

Anita Peca

CPA, PFS

Anita Peca Santa Barbara Business Tax Accountant

Field of expertise: Individual, Estate and Trust Taxation, Financial Planning.

Among Anita’s various interests, one common theme stands out: people. That interest coupled to her inclination to contribute led her to earn a BA in Psychology from UC Davis and Teaching Credentials from UCSB. Yet, the best expression of Anita’s interest in people has formed in the financial field, where Anita has a unique ability to hear people and translate their hopes and dreams into pragmatic elements.

Anita, a Certified Public Accountant, attended the accounting program at Montana State University, earned a Financial Planning certificate from UCSB and holds the Personal Financial Specialist credential from the American Institute of CPAs. Anita is also a member of the California Society of CPAs, Beta Alpha Psi National Accounting Fraternity, Wilding Art Museum, and Toastmasters.

Anita and her husband John lived in Bozeman, Montana, where they maintain roots and friendships. Both of them love the great outdoors and feel at home backpacking in California’s Eastern Sierras. In addition to hiking, Anita enjoys swimming and Balkan Folk dancing.

Anita joined Walpole Financial Advisors, LLC to further guide her clients along their financial path. Anita’s experience assisting her parents gives her an affinity and knack for helping clients with eldercare issues. Those who know her well, admire her dedication to helping family, friends and clients.