Anita J Peca

Employer firm

Platform Wealth Advisors CRD 329313

$509M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1998 → 04/2024
  Walpole & Co. Llp
  Santa Barbara, CA
• 02/2007 → 04/2024
  Walpole Financial Advisors, Llc
  Santa Barbara, CA
• 04/2024 → Present
  Platform Wealth Advisors
  Goleta, CA
• 07/2017 → Present
  Anita Peca Bookkeeping
  Santa Barbara, CA
• 04/2024 → Present
  Sandpiper Consulting, Inc. Dba Walpole Advisors
  Goleta, CA

Previous Registrations

• 2007-03-05 → 2024-04-02
  Walpole Financial Advisors, Llc
  Goleta, CA

Other Businesses

1) Anita Peca Bookkeeping | Non-investment related | 610 Rockwood Drive | Santa Barbara, CA | 93103 |Bookkeeping |Bookkeeper / owner | 07/01/2017-Present | Devotes 10-12 hours per month, 0 of which are during securities trading hours | Duties include bank reconciliations and bookkeeping through Quickbooks 2) Sandpiper Consulting, Inc. dba Walpole Advisors | Non-investment related | 70 Santa Felicia Drive | Goleta, CA | 93117 | Accounting Firm | Principal & CPA | April 2024 - Present | Devotes approximately 80% of her time 4 days out of 5 days per week the majority of which are during securities trading hours | Duties include individual and trust tax preparation, tax planning, tax consulting, and tax return input.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-16

Designations

• Personal Financial Specialist

Other Names

• Anita Diane Jorgensen
• Anita D Jorgensen-Peca