Top business succession planning financial advisors in Clearlake, CA

Janet Attard is a financial advisor with J. Oliver Maxwell, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at firms including WestPac Wealth Partners, Pacific Advisors, and Vanguard Properties, where she is also an active REALTOR. Additionally, she maintains ongoing involvement in healthcare as a nurse at Alta Bates Medical Center and has experience as a legal nurse consultant. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services primarily to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice, comprehensive planning, and business-owner advisory work grounded in CEPA exit-planning methodology, while also offering educational seminars and publications.

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 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.

Ginger 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.

Shawna Marion is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and FMR Parts. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.