Sarah Ann Sepulveda
Investment adviser representative at An Exceptional Life Financial, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$258.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- An Exceptional Life Financial, LLCOct 2023 to now
- The H Group, Inc.Nov 2018 to Oct 2023
- Boys & Girls Club of Salem, Marion and Polk CountiesOct 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, IN).
An Exceptional Life Financial, LLC
$258.9MAssets managed
378Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7296785
- Firm CRD
- 288742