Sarah Ann Sepulveda

Employer firm

An Exceptional Life Financial, LLC CRD 288742

$259M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• TAX PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 10/2023
  The H Group, Inc.
  Salem, OR
• 10/2016 → 11/2018
  Boys & Girls Club Of Salem, Marion And Polk Counties
  Salem, OR
• 05/2016 → 10/2016
  Unemployed
  Salem, OR
• 10/2023 → Present
  An Exceptional Life Financial, Llc
  Indianapolis, IN

Previous Registrations

• 2021-01-15 → 2023-10-27
  The H Group, Inc.
  Salem, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-15

Designations

• Certified Financial Planner

Other Names

• Sarah Ann Stevens