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
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