Ginger Ames
Advisor at Whisper Financial
Updated today
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.
Location
Cobb, CA
Credentials
Series 65
Industry experience
4 years
About
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.
Fee options
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
Location
Cobb, CA
Most active in
Ginger A has reported serving >5 clients in these states in the last 12 months.
California
Work history
Origin Investment Advisory LLC
2023 - 2025 (2 years)
Blend Financial Inc. dba Origin Financial
2023 - 2025 (2 years)
Origin Financial
2022 - 2023 (1 year)
Whisper Financial LLC
2021 - Present (5 years)
Commonwealth Financial Network
2021 - 2021 (1 year)
Terra Blue Wealth Management
2020 - 2021 (1 year)
H&R Block
2019 - 2021 (2 years)
Sublime Feline LLC dba Whisper Tax
2019 - Present (7 years)
AMERIPRISE FINANCIAL SERVICES, Inc.
2017 - 2019 (2 years)
HOMEMAKING
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
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")