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3 advisors near 95457
Out of 400,000+ nationwide
Ginger A
Series 65
Cobb, CA
Whisper Financial
Ginger Ames is a financial advisor at Whisper Financial with four years of industry experience and holds a Series 65 designation. She has worked at several firms, including Origin Investment Advisory LLC and Commonwealth Financial Network. Outside of advisory work, she is co-owner of Sublime Feline LLC, a business selling home goods. Whisper Financial provides financial planning and discretionary investment management to individuals and business owners, emphasizing portfolio construction based on Modern Portfolio Theory and passive investing with low-cost funds. The firm integrates tax and estate planning into its services and offers customizable socially responsible investment options.
Christopher I
CFP®, Series 63, Series 65
Clearlake, CA
STIFEL
Christopher Inglis is a CFP® with 41 years of industry experience, currently affiliated with Stifel since 2023. He previously worked at UBS Financial Services from 2013 to 2023. In addition to his financial advisory career, Inglis serves as a Planning Commissioner for the City of Clearlake and is treasurer and board member of the Rotary Club of Clear Lake, where he is involved in local community service activities. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Yadira B
Series 63, Series 65
Lower Lake, CA
LPL Financial
Yadira Bravo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and Redwood Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.
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Finding advisors...
3 advisors near 95457
Out of 400,000+ nationwide