Owner | Financial Advisor

Anthony Cipolla started Cipolla Financial Advisors in 2012, because he is a passionate fan of money. He loves the risk/reward system of the markets, the incredible power of leverage, and understanding how to maximize tax efficiency. Most of all, he loves how clarity and confidence around finances can give people greater freedom and the ability to enjoy their lives. (Finding a loose Jackson or two in between the sofa cushions isn’t bad, either.)

He earned a Bachelor’s Degree in Business from Sonoma State University with a with an emphasis in Finance and Economics. He also holds his CLTC and LUTCF certifications*. For over twenty years, Anthony Cipolla has been helping his clients live the best life possible with the money they have. Through planning and education, he strives to empower clients to make wise financial decisions.

Anthony lives in Windsor with his wife Nicole, and daughters Mia and Valentina. He spends most weekends either grilling and smoking meat or making “pies” in his pizza oven. He also enjoys biking through Windsor and taking his boat out onto Lake Sonoma (when there isn’t a drought). After spending many weekends at his daughters’ cheerleading competitions, it is his persisting ambition to do a cartwheel.

Mr. Cipolla has earned the right to use the CLTC designation. CLTC stands for "Certified in Long-Term Care," a designation granted by the Certification for Long-Term Care. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of extended care planning, demonstrating competency in the following areas: Long-term care services, Medicare/Medicaid, VA Benefits, Self-funding, All LTC insurance plan types, Partnership plans, Tax benefits.
The designees must take continuing education in order to maintain active status. Continuing education requirements vary from state to state. State regulators granted the program continuing education credits after determining the course provides essential information necessary for making a proper long-term care insurance sale. The Certified in Long-Term Care (CLTC®) designation is a certification awarded to professionals who complete the CLTC® course work and pass the final exam. The CLTC® designation requires the completion of the CLTC® renewal course or state-mandated Long-Term care training every two years. The designation was created in 1999 and is recognized and supported by The American College, NAIFA and most major insurance carriers.

Mr. Cipolla has earned the designation of LUTCF®. The Life Underwriter Training Council Fellow (LUTCF®) is a certification awarded by the National Association of Insurance and Financial Advisors (NAIFA), in partnership with the College for Financial Planning, to professionals who complete the LUTCF® three-course curriculum and pass three qualifying exams. The LUTCF® certification requires 3 hours of ethics-related continuing education every 2 years for designees who earned their credential on or after 1/1/2010. Effective July 1, 2015, the LUTCF® certification is no longer administered in conjunction with The American College.


Financial Advisor

Noah K. Beecher is a seasoned financial advisor dedicated to helping individuals, families, and business owners achieve their financial goals. With a wealth of knowledge and expertise in the field, Noah holds the prestigious Chartered Financial Consultant (ChFC)* designation from the American College.

Beyond his professional success, Noah cherishes his role as a dedicated husband and father to five wonderful girls. Family values and a strong sense of responsibility are at the core of his personal and professional life.

Outside of work, Noah enjoys outdoor activities. His favorite way to unwind and connect with family and friends is to fire up the grill for a delicious cookout or hit the course for a round of golf.

* ChFC®
Mr. Beecher currently holds the ChFC® (Chartered Financial Consultant) designation granted by the American College.  To attain the designation an individual must have 3 years of full-time business experience within the five years preceding the awarding of the designation.  Candidates become proficient in the essentials of financial planning, including insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning. They must complete 8 online educational courses, pass a closed-book, proctored exam and agree to adhere to the ChFC® Code of Ethics. In addition, to maintain the right to continue to use the designation, an individual must complete 30 continuing education credits every two years, including an ethics course.


Operations Manager

Gina Mayclin’s foray into the world of finance began early when she joined a kids’ investment club, where she learned about things like interest rates and bought her first shares of a stock. (Disney, obviously.) She was not expecting to make a career out of it. Who knew that the Psychology degree she earned from UC Davis would dovetail so seamlessly with behavioral finance?

As our Client Service/Operations Manager (and general Wizard), Gina oversees our daily operations and knows the ins and outs of your accounts. She’s a great resource if you have a question and you don’t know who to ask. Passionate about client service, Gina has built a track record for exceeding client expectations on a consistent basis. She is constantly developing better processes to allow us to provide even greater value to our clients.

Gina tries to discover something new each day. She is currently having a blast exploring Improv and West Coast (aka “Modern”) Swing Dance. (And she still loves Disney.)


Ready to see how we can help you? Schedule a consultation with one of our professionals to see how a customized plan can bring you closer to your goals.