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

Jean Smith
Co-Founder, Wealth Advisor and Partner
Walpole Financial Advisors, LLC
United States, California, Goleta
About Me
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
More profiles to browse
DR
Donovan Roberson
Associate Wealth Advisor
Paul Mannion
Wealth Advisor
KS
Kirk Stovesand
Partner, Wealth Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial