The Lady Advisor
16480 Bake Parkway, Irvine, CA 92618
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
16480 Bake Pkwy Ste. 214, Irvine, CA 92618, United States
About the Business
Located at 16480 Bake Parkway in Irvine, California, The Lady Advisor is a finance institution that offers personalized guidance and support to help individuals achieve their financial goals. Unlike traditional financial advisors, our approach focuses on empowering clients with the knowledge, behaviors, and mindset necessary for lasting financial success.
Our team, led by Your Financial Genie, takes a holistic approach to financial planning, aligning money habits with life goals to create a secure future. We develop tailored plans, provide expert advice, and offer accountability to keep clients on track towards financial well-being.
Don't settle for generic advice - prioritize your unique needs with The Lady Advisor. Gain the knowledge, confidence, and discipline to make informed financial decisions and transform your financial life today. From retirement planning to Social Security analysis and Medicare plans, we offer comprehensive services to help you secure a financially sound future. Take control of your financial future and start your journey with us today.
Reviews
"Ilkay Sepulveda enlightened me on options for a comfortable retirement- after the loss of my Uncle, my Aunt was lost - especially with finances. Ilkay came to us as a blessing and helped to shape my Aunt’s financial structure and future. I’m very grateful and her on going support is much appreciated. She truly opened my eyes and understanding to an area where women need the most help."
"I definitely recommend The Lady Advisor to anyone in need of a financial advisor! Listened to me and my needs and was very personable. I'm not the most financially literate but she answered all my questions and really helped me understand how this all works"
"I just love her! Soooo inspirational. I'm out of Debt, partially because of HER shared mindset."
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