Walpole Financial Advisors, LLC is a reputable investment advisory firm based out of Goleta, CA. With over 130 individual clients and a staggering $239,219,000 in assets under management, they have firmly established themselves as trusted financial advisors in the region. Committed to providing personalized financial solutions, Walpole Financial Advisors serves clients from their well-equipped office in Goleta. While 401K and individual accounts constitute less than 30% of their assets under management, Walpole Financial Advisors possesses the expertise and capacity to effectively manage employer funds. All of the assets they ove...