Marlin Stovesand

Staff Accountant

Marlin Stovesand

Field of Expertise: Individual Tax Services, Company Sponsored Retirement Plans

Education: BBA in Finance with an Accounting Minor from the University of San Diego, Series 65; Series 63, Chartered Retirement Plan Specialist, Qualified Family Office Professional

Background: Marlin grew up in Ojai, California and currently lives in Santa Barbara. He enjoys scuba diving, golfing, and traveling. Marlin is currently a Certified Financial Planner (CFP®) and is excited to help clients with their tax and financial concerns.

[email protected]