Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 97330
Out of 400,000+ nationwide
Ellen J
Series 65
Corvallis, OR
Thistle Wealth
Scott H
Series 65
Albany, OR
Aumakua Capital Management LLC
Jonathan L
CFA®
Albany, OR
Aumakua Capital Management LLC
Brian D
Series 63, Series 65
Corvallis, OR
Vantage Wealth Management LLC
Kekoa P
Series 66
Corvallis, OR
The Freyr Group
Eric C
CFP®, Series 66
Corvallis, OR
Vantage Wealth Management LLC
Brandon K
CFP®, Series 63, Series 66
Corvallis, OR
The Freyr Group
Rahul S
Series 65
Corvallis, OR
Red Spruce Capital, LLC
Greg B
CFP®, CFA®, Series 63, Series 66
Corvallis, OR
Spectrum Strategic Capital Management, LLC
Kim H
CFP®
Corvallis, OR
Clarity Wealth Development, LLC
Financial life planning is about more than saving and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify value driven goals, evaluate trade-offs, and make well-informed decisions. My passion is helping clients optimize their resources to enable a rich and purposeful life. I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. With family spread across the world, I developed an interest in global financial planning and specialize in US-Australia cross-border planning. I have a Ph.D. in Applied Economics, hold a designation in Global Financial Planning and am a Registered Life Planner. I love being a part of the Corvallis community, where I live with my husband, two daughters and geriatric dog. In my spare time I like to keep active enjoying the many amenities and adventures our town provides, serving our community, and traveling to far-off destinations (often to visit family and friends).
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 97330
Out of 400,000+ nationwide