CFP®-certified financial advisors in Bellingham, WA

Lindsey Maphumulo is a financial advisor with Ameriprise based in Ferndale, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is employed by Scannell LLC as a Private Wealth Advisor. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Melvin Danson is a financial advisor at Baring Financial LLC with 14 years of industry experience. He holds the Series 63, 65, and 66 designations and has worked at Baring Financial since 2016. In addition to his advisory role, he is the owner of Logan Danson LLC and serves as a trustee, managing trust affairs. Baring Financial LLC provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and ETFs as the core, complemented by actively managed funds, and offers globally diversified portfolios tailored to each client’s Investment Policy Statement.

Elizabeth Snyder is a financial advisor at Trail Financial Planning LLC with eight years of industry experience. She holds the Series 65 designation and has worked at Trail Financial Planning since 2017, following a prior independent advisory practice from 2002 to 2025. Outside of her advisory work, she is a partner in a rental property management business. Trail Financial Planning LLC is a fee-only firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm uses a blend of passive and active strategies informed by Modern Portfolio Theory and emphasizes tax efficiency and regular account reviews.

Megan Cooley is a financial advisor at WealthMark, LLC with a Series 65 designation and over 11 years of industry experience. Prior to her current role, she worked at Gruff Brewing for six years. WealthMark, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis, and offers customized solutions including subadvisory and 529 college-savings services.

Joseph Carpenter is a financial advisor with LPL Financial in Bellingham, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with LPL Financial for 14 years and operates Spinnaker Financial Group as a DBA. He also provides occasional notary public services to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.