Ginger E. Ames

WHISPER FINANCIAL

Oakland, CA

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CRD#: 6769744

Professional summary

Ginger Eusebio Lyle Ames, CFP®, who also goes by Ginger Eusebio Lyle, is a registered financial advisor currently at WHISPER FINANCIAL located in Oakland, California.

Ginger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ginger has worked at 3 firms and has passed the Series 65 exam.

Core Areas of Focus

Alternative or Private Investments

Financial Psychology/Coaching

Fixed Fee (Subscription

Retainer

etc.)

Generation X

Investment Advice without Ongoing Management

Millennials

Biography

We all hear whispers within us. They might guide us to a new career, towards a creative peak, or away from something at odds with our values. 

What we do with them is the bigger question. Ginger Ames founded Whisper Financial to help fellow creatives listen to their whispers and use the power of financial planning to express their creativity without financial limitations.

Ginger’s professional life has delved into the artistic and business worlds, working as a glassblower and property manager. As she listened to (and ignored) her whispers, she developed a keen understanding of how a financial plan can support and enable one to create more deeply and truly.

Question & Answer

What are your service offerings?

Budgeting

Estate Planning

Life Transitions

Retirement Planning

Education Planning

Comprehensive Financial Planni...

Inheritance

Tax Planning

Investment Planning

Insurance Planning

Debt Management

Are you a "fiduciary"?

Yes

Aliases

Ginger Eusebio Lyle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ginger Eusebio Lyle Ames's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

December 2, 2021 - Present

WHISPER FINANCIAL

RIA

CRD#: 317414

Oakland, CA

Past

December 8, 2023 - September 15, 2025

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

COBB, CA

Past

July 29, 2022 - March 3, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

OAKLAND, CA

Past

September 20, 2021 - October 25, 2021

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Sausalito, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/19/2021

Uniform Investment Adviser Law Examination

Current Firm

WHISPER FINANCIAL

WHISPER FINANCIAL | WHISPER FINANCIAL LLC

CRD#: 317414 / SEC#:

California

Registered Investment Advisory firm - (12/2/2021 Approved)

Louisiana

Registered Investment Advisory firm - (6/10/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Cobb, CA

Mailing Address

P.o. Box 1392, Cobb, CA 95426

Phone number

(510) 216-3886

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 739,951

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Ginger E. Ames

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ginger Eusebio Lyle Ames's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHISPER FINANCIAL

ORIGIN INVESTMENT ADVISORY LLC

ORIGIN INVESTMENT ADVISORY LLC

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/2021

Current Firm

WHISPER FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WHISPER FINANCIAL

TRUST BUT VERIFY

Contact information

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