Goleta | Santa Maria    805.569.9864
  • Home
  • + Our Services
    • Individual Tax and Planning
    • Business Tax and Planning
    • Trust & Estate Tax and Planning
    • +Sage Intacct
      • Dashboards & Reporting
      • Budgets & Planning
      • CORE FINANCIALS
    • ERP Software Consulting
    • Wealth Management
  • + Help Center
    • Sample Table of Contents
    • Financial Documentation Retention Guidelines
  • + About
    • About Us
    • The Team
    • Our Credentials
    • Careers
  • Contact Us
WalpoleCPA

Santa Barbara Goleta Business Financial Management Credentials

  • Home
  • Our Services
    • Individual Tax and Planning
    • Business Tax and Planning
    • Trust & Estate Tax and Planning
    • Sage Intacct
      • Dashboards & Reporting
      • Budgets & Planning
      • CORE FINANCIALS
    • ERP Software Consulting
    • Wealth Management
  • Help Center
    • Sample Table of Contents
    • Financial Documentation Retention Guidelines
  • About
    • About Us
    • The Team
    • Our Credentials
    • Careers
  • Contact Us
Home > About > Our Credentials

Our Credentials

We Believe That Technical Competence Is a Cornerstone of Providing the Ultimate Client Experience

  • Certified Financial Planner

    Certified Financial Planner

    More Info
  • Certified Public Accountant

    Certified Public Accountant

    More Info
  • Personal Financial Specialist

    Personal Financial Specialist

    More Info
  • Chartered Retirement Plan Specialist

    Chartered Retirement Plan Specialist

    More Info
  • Master of Science in Taxation

    More Info
  • Chartered Life Underwriter

    Chartered Life Underwriter

    More Info
  • Certified Private Wealth Advisor

    Certified Private Wealth Advisor

    More Info
  • Qualified Family Office Professional

    Qualified Family Office Professional

    More Info
  • Certified Private Equity Professional

    Certified Private Equity Professional

    More Info
  • Chartered Family Office Specialist

    More Info
  • Certified Plan Fiduciary Adviser (CPFA)

    Certified Plan Fiduciary Adviser (CPFA)

    More Info
  • About
    • About Us
    • The Team
    • Our Credentials
    • Careers

Speak with a Walpole Expert

Testimonials

Friendly, professional and easy to work with. Beautiful office too.
Kristina Concord
  • Home
  • About Us
  • Accessibility
  • Privacy Policy
  • Contact Us

© 2023 Walpole & Co.,LLP   |  70 Santa Felicia Drive, Goleta, California 93117 | 2243 S. Depot Street, Suite 101, Santa Maria, CA 93455 | Phone: 805-569-9864 | Website Designers: Ameravant
Serving Santa Barbara, San Luis Obispo, and Ventura Counties