Goleta, CA Office

Leland Gropper is a financial advisor at Platform Wealth Advisors in Goleta, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Platform Wealth Advisors, he worked at PlanMember Securities Corporation and has manufacturing experience with Channel Islands Surfboards. Platform Wealth Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses with investment management, retirement plan services, financial planning, and consulting. The firm emphasizes a passive, asset-class exposure investment approach grounded in Modern Portfolio Theory, utilizing model portfolios and a buy-and-hold strategy.

Kirk Stovesand is a CFP® and PFS™ with 25 years of industry experience, currently serving at Platform Wealth Advisors. His prior roles include positions at Walpole Financial Advisors, LLC, and Walpole & Co. LLP. Outside of advising, he is chair of the audit committee and a longtime board member of Community West Bank Holdings. Platform Wealth Advisors serves individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, focusing on investment management, retirement plan services, and financial planning. The firm utilizes a passive, asset-class investment approach grounded in Modern Portfolio Theory and employs model portfolios alongside discretionary management through Focus Partners Advisor Solutions.

Marlin Stovesand is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience. He currently works at Platform Wealth Advisors and Sandpiper Consulting, Inc. dba Walpole Advisors, where he provides individual tax preparation and staff accounting services. His prior experience includes roles at Walpole & Co., Walpole Financial Advisors, and PlanMember Securities Corporation. Platform Wealth Advisors is a registered investment adviser serving individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $509 million in client assets and employs a Modern Portfolio Theory-based approach focused on passive asset-class exposure, documented investment policies, and model portfolios.

Anita Peca is a financial advisor at Platform Wealth Advisors with 19 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Platform Wealth Advisors, she worked at Walpole Financial Advisors, LLC and Walpole & Co. LLP. Outside of advisory work, she owns and operates Anita Peca Bookkeeping, providing bookkeeping services. Platform Wealth Advisors is a team-based firm that offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm integrates accounting and consulting through formal affiliations and emphasizes long-term, asset-class investing guided by Modern Portfolio Theory.

Donovan Roberson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Platform Wealth Advisors. He previously worked at Walpole Financial Advisors, Pensionmark Securities, LLC, and Northwest Administrators. Platform Wealth Advisors is a registered investment adviser managing over $500 million in client assets. The firm serves individuals, retirement plans, trusts, nonprofits, corporations, and small businesses, employing a passive, asset-class focused investment approach with an emphasis on documented policies, model portfolios, and low turnover.

Paul Mannion is a CFP® professional with 14 years of industry experience. He currently serves as an advisor at Platform Wealth Advisors, joining the firm in 2024 after 11 years at Walpole Financial Advisors and 2 years at Mercer Global Advisors Inc. He holds Series 63 and Series 65 licenses. Platform Wealth Advisors is a registered investment adviser managing over $500 million in client assets, serving individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes passive, asset-class exposure through no-load mutual funds and ETFs, supported by documented investment policies, periodic reviews, and a low-turnover, buy-and-hold strategy.