Yvette Zepeda
Senior Registered Client Associate
Yvette Zepeda has played a significant role for many years in assisting Jaffe Kagan Asset Management, now TSG Wealth Management, in building their business. She is a financial services professional with over 25 years of experience in helping to meet the complex needs of high net worth clients and solving their portfolio challenges.
Yvette holds securities Series 7, 63, and 66 registrations, and began her financial career at E.F. Hutton in 1988 before moving on to Salomon Smith Barney in 1999. Eventually she came to work at Morgan Stanley, where she was an Associate Financial Advisor for six years, and then transitioned to UBS PaineWebber. Yvette Zepeda has been working at Wells Fargo Advisors in Century City since 2007 and moved over to Wells Fargo Advisors Financial Network when her Beverly Hills team transitioned with TSG Wealth Management in 2019. Her endlessly upbeat attitude and extensive experience in the industry make her an invaluable member of the team.
Yvette resides in Alta Loma with Rick, her husband of 29 years, and enjoys spending time with their three children, Dominic, Ashley and Daria. She loves to be active and some of her favorite pursuits include Boot Camp, Spartan Races and long-distance hikes. The family has a cabin in Big Bear Lake, where they love to spend as much time together as possible. Yvette also enjoys volunteering her time with CHILO Foundation helping the homeless, a passion that is a shared mother-daughter experience with Daria.
Yvette’s favorite quote is “Don’t settle for what life gives you; make life better and build something,” Ashton Kutcher.
You may not know this about Yvette Zepeda…
She does Spartan races and completed a double trifecta.
