Isabel Sepulveda is an Associate Director, Wealth Advisor located in Cresset’s Minnetonka, MN office. 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, previously for Fidelity Investments, where she had the pleasure of serving affluent families.
Isabel graduated from Purdue University with a Bachelor of Science degree in Finance, Economics, and International Business. She is a Certified Financial Planner® practitioner who is passionate about being a resource for clients, bringing a high level of service, and working alongside families we advise to understand their goals and objectives.
Originally from Mexico City, Mexico, Isabel moved to Minnesota after graduating college and has lived there ever since. When she is not in the office, Isabel enjoys going to musicals, plays, and art shows in the twin cities. You can always catch her reading, baking, or traveling!