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 earned her MBA at the UC Berkeley Haas School of Business. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Accredited Investment Fiduciary® designation, and is a CFA Level III Candidate.

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