CoverProfile

Donovan Roberson

Associate Wealth Advisor

Walpole Financial Advisors, LLC

United States, California, Santa Barbara

About Me

Donovan comes from the humble town of Bakersfield, CA. With a passion for building relationships and interest in the financial markets, joining a reputable firm like Walpole helped to pair those interests and allows Donovan to assist clients with developing a path towards achieving their financial goals. Prior to joining Walpole Financial Advisors, Donovan obtained a Bachelor of Science in Finance from San Diego State University and went on to spend a number of years specializing in the corporate retirement space where he was able to hone in on relationship management, client servicing, and advance retirement planning topics. Outside of the office, Donovan enjoys getting active through runn
View more

Profile Information

Associate Wealth Advisor

Walpole Financial Advisors, LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Santa Barbara

California

United States

May 15, 2024

More profiles to browse

JS
Jean Smith
Co-Founder, Wealth Advisor and Partner
KS
Kirk Stovesand
Partner, Wealth Advisor
Profile Photo
Paul Mannion
Wealth Advisor

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC