Ian Wetherell, Financial Advisor

Ian Wetherell, Financial Advisor “I enjoy helping good people live great lives.”

I am a financial coach who loves helping people achieve their goals and simplify their lives.

I know that everyone has a unique story and vision for their future, and I'm dedicated to providing confidence to my clients through the power of financial planning and investment management. I graduated from Syracuse University with degrees in psychology and economics, and have been in the financial industry since 1999, with a wealth of experience and expertise in retirement planning and investme

nt management. I hold the SE-AWMA, CRPC and AIF designations. I live in Concord, California, with mywife Nerissa and two children Everett and Emery. I enjoy spending time with my family, traveling, running marathons and reading inspiring books.

https://youtu.be/2Mqa4zfJdx4?si=y-fnMMsi30BK9bbNAs a retirement advisor, I could not recommend this video more. Nothing ...
03/24/2026

https://youtu.be/2Mqa4zfJdx4?si=y-fnMMsi30BK9bbN

As a retirement advisor, I could not recommend this video more. Nothing to do with money per se, just lifestyle. Not surprised it won an oscar this year.

In John Kelly’s animated short film, nothing’s off limits when it comes to thinking about the future—particularly when there’s so much left to do.

03/11/2026

In this edition of LPL Research’s Street View, Chief Investment Officer Marc Zabicki breaks down the latest Iran conflict developments, market reactions, and what investors should watch as geopolitical tensions evolve.

03/10/2026

LPL Research explores why money velocity is rising again, what this means for economic growth, and how it could signal a tailwind for markets in 2026.

03/09/2026

This week’s Weekly Market Commentary discusses the powerful continuation of the metals rally into the new year, driven by surging gold and silver prices and reinforced by structural supply constraints, industrial demand, and global policy dynamics. It also examines the key forces behind this momen...

03/07/2026

LPL Research examines the AI boom’s impact on infrastructure, highlighting power and data center growth as critical drivers of future technology.

02/22/2026

LPL Research explores how a Fed leadership change and policy shift could impact interest rates, stock-bond correlation, and portfolio strategies.

02/18/2026

LPL's Weekly Market Performance for the week of November 17, 2025, highlights a volatile week for global stocks, key earnings, and economic data takeaways.

Happy Super Bowl to all who partake! Who do you like today in the game? Should be competitive this year, unlike decades ...
02/08/2026

Happy Super Bowl to all who partake! Who do you like today in the game? Should be competitive this year, unlike decades ago.

02/06/2026

Tech volatility got you concerned? Let’s talk!

02/04/2026

LPL Research assesses early-year equity rotation dynamics and if this market broadening will last.

02/03/2026

LPL Research examines the depth and duration of market drawdowns amid the recent bull market run that has left dip buyers with few chances to enter.

01/21/2026

Explore LPL Research’s take on 2025 beyond AI and tariffs — global equity strength, rate trends, and commodity extremes — plus what’s ahead for 2026.

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Honolulu, HI
96826

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Monday 8am - 3:30pm
Tuesday 8am - 3:30pm
Wednesday 8am - 3:30pm
Thursday 8am - 3:30pm
Friday 8am - 3:30pm

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