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Jean Smith

Co-Founder, Wealth Advisor and Partner

Walpole Financial Advisors, LLC

United States, California, Goleta

About Me

From an early age, Jean Smith’s vocation was taking care of people. As such, she initially prepared herself for a career in nursing. She volunteered as a Candy Striper and attended Drake College’s nursing program. As we now know, destiny had other plans for Jean. Fate redirected Jean’s vocation from the field of physical health to financial health. In 1974, Jean’s entrepreneurial husband initiated the purchase of an accounting practice in Santa Barbara, CA. Jean ran the business with the simple premise of taking care of clients, very much as a nurse would take care of patients. Client relationships flourished and Smith & Associates thrived. Along the way, Jean partnered with Marv Walp

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Profile Information

Co-Founder, Wealth Advisor and Partner

Walpole Financial Advisors, LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Goleta

California

United States

Oct 10, 2024

Work Experience

Walpole & Co, LLP

Co-Founder, Wealth Advisor and Partner

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