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

Certified Public Accountant

Certified Public Santa Barbara Business Tax Accountants

Personal Financial Specialist

Personal Financial Specialist

Chartered Retirement Plan Specialist

Santa Barbara Chartered Retirement Plan Specialist

Master of Science in Taxation

Chartered Life Underwriter

Santa Barbara Chartered Life Underwriter

Certified Private Wealth Advisor

Santa Barbara Certified Private Wealth Advisor

Qualified Family Office Professional

Santa Barbara Qualified Family Office Professional

Certified Private Equity Professional

Santa Barbara Certified Private Equity Professional

Chartered Family Office Specialist

Certified Plan Fiduciary Adviser (CPFA)

Santa Barbara CPFA