Yusuf Balogun

Yusuf A. Balogun CPA/PFS, MST

Partner, Wealth Advisor
805-845-6587 x117

Yusuf is one of sixteen siblings to whom their parents promised a college education, with the condition that they study outside their native Nigeria. This commitment became a financial planning challenge when, one by one, fourteen of the children took up the parents’ offer and did go to college. As the youngest of the family, Yusuf is particularly grateful that his parent’s careful planning provided for everyone.

Committed to making the most of the opportunities open to him, Yusuf enrolled at UCSB in 1985, where he received a bachelor’s degree in political science. He pursued further education, earning an Accounting Certification from UCSB Extension and a master's in taxation from Golden Gate University

Yusuf joined Walpole & Co., LLP in 2000, becoming a partner in 2008. He currently serves on the Board of Directors for the California Society of CPAs (Channel Counties Chapter) and New Directions For People With Disabilities, Inc.  

Yusuf and his wife Toyosi have two daughters. In his spare time he enjoys playing soccer, traveling and the theater.

Because the life Yusuf enjoys was made possible by his parents’ careful financial planning, he understands the importance of helping his clients lay the groundwork for their own financial goals. Adding the Personal Financial Specialist (PFS) credential to his CPA qualifications demonstrates his commitment to this service.

 

[The PFS credential is available only to CPAs who meet selective requirements for financial planning education and experience.]