At The Lady Advisor, our mission is to partner with you to create a clear and attainable path to financial wellness. In doing so, we are committed to offering the highest quality advice, education and service while maintaining an uncompromising level of integrity, trust and professionalism in our relationship with you as we help you work towards achieving your personal goals.
PHILOSOPHY
Through a consultative and client-centric approach to direction-based planning and service, The Lady Advisor is committed to providing value to you, our client. That means taking the time to genuinely understand your needs; creating attainable and actionable plans and continually advising and counseling as you move through each stage of your life. We do not have you work with digital or robo advisors; rather, we walk the walk just as we talk the talk – face to face – ensuring you are comfortable throughout the entire process. Our goals are your goals, and the peace of mind that comes with safe management of your wealth and your financial security.
MEET ILKAY SEPULVEDA
(pronounced “eel-ky”; rhymes with “sky”)
As Ilkay often says, “it’s not about me.” But, in the case of The Lady Advisor, it truly is about her and the culmination of more than 25 years of dedicated client work in the financial services industry. After counseling hundreds of women and men and mentoring young adults, Ilkay decided, at the urging of many, to create her own organization to better serve clients in need of advice as they move through different stages of their lives; and, in particular, the needs of women.
At The Lady Advisor, Ilkay brings a wealth of experience and knowledge to the table and is able to help her clients pursue their long-term goals while truly providing the kind of service and attention her clients need. This client-focused approach enables Ilkay to develop the right individualized strategies for each person, household or sole proprietorship, whether they are focused on retirement planning, insurance programs or any of the multitude of services Ilkay offers to help her clients gain financial security.
She is also engaged in professional and community-minded activities that extend beyond her financial wellness office.