Lia Whisler, CFP®, AIF®

Portfolio Counselor

Lia is a Portfolio Counselor at OPCM with over 10 years of experience in the financial services industry.  Her experience spans management and client service at some of the largest investment management and advisory firms including Dodge & Cox, Vanguard, and Merrill Lynch. Lia’s passion has always been using her extensive knowledge to create financial plans. Lia graduated from Harvard University with a Bachelor of Arts degree in Psychology, and is currently attending the Haas School of Business at UC Berkeley part-time to earn her MBA. She is a CERTIFIED FINANCIAL PLANNERTM practitioner, holds the Accredited Investment Fiduciary® designation, and is a CFA Level II Candidate.

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