Who We Are
Our Team is an Extension of Yours
We are more than just accountants — we are mentors and friends, providing innovative, creative, and realistic guidance to our clients. Our dedicated team of specialists, armed with the latest information and innovative technologies, is committed to ensuring your financial security today and building a viable plan for your fiscal future.
Marlin Stovesand
Staff Accountant
Marlin grew up in a small town south of Santa Barbara called Ojai, California. After graduating from Villanova High School, Marlin attended the University of San Diego where he earned a BBA in Finance with an Accounting minor.
Marlin’s field of expertise includes individual tax services, wealth advisory services, and company sponsored retirement plan design, implementation, and investment.
Among his accomplishments, Marlin is a Certified Financial Planner, Enrolled Agent, Qualified 401(k) Administrator, Chartered Retirement Plan Specialist, Certified Prudent Fiduciary Advisor, and Qualified Family Office Professional. Marlin also holds the Series 65 license and the Series 63 license.
Marlin currently lives in Santa Barbara where he enjoys boating, the outdoors, and golfing.
Walpole Advisors is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.