Jean A. Smith, CFP,PFS
Walpole Financial Advisors, Llc
Financial Planner in Goleta, CA
Address:70 Santa Felicia Dr
Goleta, CA 93117
About Jean A. Smith
Jean Smith is a financial professional at Walpole Financial Advisors, Llc located in Goleta, California. Jean Smith holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jean Smith provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jean Smith70 Santa Felicia Dr
Goleta, CA 93117
Phone Number:
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Website:
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