Paul Mannion

Paul Mannion

CFP®

Paul Mannion

Paul has been helping clients achieve their financial goals since 2003. His current position of Portfolio 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 retirement planning, investments, insurance, 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 lives in Goleta with his wife and three daughters. In addition to spending his time taking advantage of the many activities Santa Barbara offers with his family, he enjoys playing soccer and swimming.