Marlin B. Stovesand

Marlin grew up in a small town south of Santa Barbara called Ojai, California. After graduating from Villanova High School, Marlin attended the University of San Diego where he earned a BBA in Finance with an Accounting minor.

Marlin’s field of expertise includes individual tax services and company sponsored retirement plan design, implementation, and investment.

Among his accomplishments, Marlin is a Certified Financial Planner, Chartered Retirement Plan Specialist, Certified Prudent Fiduciary Advisor, and Qualified Family Office Professional. Marlin also holds the Series 65 license and the Series 63 license. Excited to further help clients with their tax and financial concerns, Marlin is currently a Qualified 401(k) Administrator candidate (QKA).

Marlin currently lives in Santa Barbara where he enjoys boating, scuba diving, and golfing.