Isabel Sepulveda is an Associate Director, Wealth Advisor at Cresset. In her role, she provides customized and comprehensive financial strategies to ultra-high-net-worth clients and their families. Isabel brings experience working with a wide range of clients, having previously worked for Fidelity Investments, where she served affluent families.
She graduated from Purdue University with a Bachelor of Science degree in finance, economics and international business. She is a Certified Financial Planner® who is passionate about being a resource for clients, providing a high level of service, and working alongside families to understand their goals and objectives.
Originally from Mexico City, Isabel moved to Minnesota after college and has lived there ever since. When she is not in the office, she enjoys attending musicals, plays and art shows in the Twin Cities with her fiancé. She also loves reading, baking and traveling.