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Retirement Planning Should Be More Than Portfolio Management

Serving pre-retirees across Orange County with a plan built around your life and not just your money.

Book a Free Retirement Clarity Call

Clarify

We start with a Retirement Readiness Checkup.

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Create

We design your income, tax, and healthcare strategy.

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Support

We meet quarterly to keep your plan on track.

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Planning That Begins with Listening, Not Products

At Your Financial Genie, the conversation starts with your story and the retirement you want to live.  The plan comes first and it is compassionate, practical, and coordinated.

Support you can count on so every decision feels clear and manageable.

  • One plan for income, taxes, healthcare, and legacy
  • Clear fees and simple explanations
  • Real help through life changes
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Get Your Free Retirement Income Blueprint

Take the guesswork out of retirement. This simple guide shows you how to create a predictable income, avoid costly mistakes, and retire with confidence and peace of mind.

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What our clients say

Ilkay is intelligent, caring and extremely helpful in listening to your goals and then making them happen! I am very thankful for all of her suggestions and help. Without Ilkay's advice, I would not be living the life that I am so happy to be living!

DLZ Google

I needed to find someone who could help me plan and prepare for retirement and end-of-life decision plans. Having Ilkay help me with this process was a dream come true! She helped me navigate all the working pieces involved in setting up a trust, a POA, a will and retirement planning. I would highly recommend Ilkay for any help you need in planning for important life decisions regarding retirement, investments and trusts! She's the best!!

Pam P Google

I can't say enough good things about Ilkay! Her deep knowledge and genuine care for my well-being truly set her apart. She took the time to understand my situation and helped create a retirement plan that made sense to me.

Linda G Yelp

How We Work

Meet Ilkay Sepulveda

Ilkay Sepulveda has over 30 years of experience helping individuals and families create retirement plans that provide clarity, confidence, and peace of mind. Through a personalized and transparent approach, she has guided thousands of clients in turning their savings into lifelong financial security. Her mission is to ensure every client can retire on their terms with confidence.

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