
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
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
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