Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
5 years
Location
Cobb, CA
Whisper Financial
Independent
Total advisors
1Clients per advisor
11 TypicalAvg AUM per client
$143,465 Very LowHNW client ratio
9% TypicalGinger Ames is a financial advisor at Whisper Financial with a Series 65 designation and five years of industry experience. She has worked at various firms including Origin Investment Advisory LLC and Commonwealth Financial Network. Outside of advisory services, she is co-owner of Sublime Feline LLC, a home goods business based in Oakland, CA. Whisper Financial is an independent advisory firm serving primarily individual clients, including high-net-worth individuals and businesses. The firm offers personalized financial planning and discretionary investment management, focusing on diversified, tax-efficient portfolios informed by Modern Portfolio Theory, and provides specialized services such as socially responsible investing and digital asset guidance.
One time financial plan starting at $4,800, paid in two installments
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.85% $5,000,000+: 0.65%
$350 per hour, minimum one hour
Ongoing financial planning quarterly fee $1,250, paid in advance
Fee-only: One time financial plan starting at $4,800; Ongoing financial planning $1,250 per quarter; Hourly rate $350/hour
Cobb, CA
Cobb CA
Advisors at this office
1
California
5 years of industry experience
Origin Investment Advisory LLC
2023 - 2025 • 2 years
Cobb, CA
Blend Financial Inc. dba Origin Financial
2023 - 2025 • 2 years
Boston, MA
Origin Financial
2022 - 2023 • 1 year
Boston, MA
Whisper Financial LLC
2021 - Present • 5 years
Oakland, CA
Commonwealth Financial Network
2021 - 2021 • 1 year
Sausalito, CA
Terra Blue Wealth Management
2020 - 2021 • 1 year
Sausalito, CA
H&R Block
2019 - 2021 • 2 years
Oakland, CA
Sublime Feline LLC dba Whisper Tax
2019 - Present • 7 years
Oakland, CA
AMERIPRISE FINANCIAL SERVICES, Inc.
2017 - 2019 • 2 years
San Francisco, CA
HOMEMAKING
2013 - 2017 • 4 years
Oakland, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Series 63, Series 65
Lower Lake, CA
LPL Financial
Yadira Bravo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank, totaling five years. She is also associated with Redwood Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management options, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.
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