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WalpoleCPA

Walpole CPA Credentials

  • Home
  • Our Services
    • Individual Tax and Planning
    • Business Tax and Planning
    • Trust & Estate Tax and Planning
    • Audit and Review
    • ERP Software Consulting
    • Wealth Management
  • Help Center
    • Walpole Shred Day
    • Sample Table of Contents
    • Financial Documentation Retention Guidelines
  • About
    • About Us
    • The Team
    • Our Credentials
    • News
    • Careers
  • Contact Us
Home > Directory > Walpole CPA Credentials

Walpole CPA Credentials

Our Credentials


We believe that technical competence is a cornerstone of providing the ultimate client experience.

Certified Financial Planner

Certified Financial Planner Santa Barbara Business Tax Accountants
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Certified Public Accountant

Certified Public Santa Barbara Business Tax Accountants
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Personal Financial Specialist

Personal Financial Specialist
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Chartered Retirement Plan Specialist

Santa Barbara Chartered Retirement Plan Specialist
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Master of Science in Taxation

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Chartered Life Underwriter

Santa Barbara Chartered Life Underwriter
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Certified Private Wealth Advisor

Santa Barbara Certified Private Wealth Advisor
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Qualified Family Office Professional

Santa Barbara Qualified Family Office Professional
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Certified Private Equity Professional

Santa Barbara Certified Private Equity Professional
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Chartered Family Office Specialist

Certified Plan Fiduciary Adviser (CPFA)

Santa Barbara  CPFA
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Serving Santa Barbara, San Luis Obispo, and Ventura Counties