Sephton Financial LLC

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Sephton Financial LLC At Sephton Financial, we help families in transition get clarity on their new financial picture and Sephton Financial, LLC and Cetera are not affiliated.

Please visit our website for important disclosures: https://sephtonfinancial.com/

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. This communication is strictly intended for individuals residing in the states of DE, FL, GA, IL, MA, MD, NJ, NY, PA, WA, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Paying it forward is a big part of Sephton Financial. This time it was for Integrate for Good..We bid on a race for a go...
10/16/2026

Paying it forward is a big part of Sephton Financial. This time it was for Integrate for Good..

We bid on a race for a good cause. And our horse was Stable Genius!

Unfortunately, we did NOT win with Stable Genius. But Kelly got gluten-free bunt cake so the night was a success!

We were happy to support Integrate for Good as a sponsor as well.

They are all about the power of inclusion, contribution, and community.

In 2017, Dr. Bev Weinberg, an Occupational Therapist and passionate advocate for disability inclusion founded, Integrate for Good as an innovative response to a critical gap in opportunities for people with disabilities. They focus on ability rather than disability.

We're always happy to show up and support the community!

No one likes to think about being the one left behind.I certainly didn’t.But after becoming a widow at 40, I learned jus...
10/14/2026

No one likes to think about being the one left behind.

I certainly didn’t.

But after becoming a widow at 40, I learned just how much it matters when both people understand the financial life they’ve built together.

Who pays which bills?
Where are the accounts?
Who do we call?
What insurance do we have?
Where are the important documents?
What happens next?

These aren’t “widowhood questions.”

They’re questions for ALL couples.

Because preparing for widowhood isn’t expecting the worst.

It’s loving each other enough to make sure neither of you is left trying to figure out everything alone.

Someday, one of you may have to carry the plan forward.

Make sure you both know the plan today. 🩵

We hosted an event called "Navigating Life's Bumps" I love seeing everyone come out!We'll have more coming up, more deta...
10/09/2026

We hosted an event called "Navigating Life's Bumps"

I love seeing everyone come out!

We'll have more coming up, more details about that below.

but the evening was held at North Hills CC - it was a casual, open-forum panel discussion.

I was joined by Joanna Furia, a divorce attorney and Marybeth Lauria, an estate attorney.

Overall, a great night with great conversation about navigating some of life’s unexpected transitions and challenges.

Thanks to Joanna Furia, Marybeth Lauria Lacy Peacock and Cindy Seaner!

For more upcoming events 👉 https://sephtonfinancial.com/events/

Back to school time is a great time to get organized for your family. If something happened, would they have access to e...
09/23/2026

Back to school time is a great time to get organized for your family.

If something happened, would they have access to everything they needed.

Passwords?
Professionals?
Documents?

This document helps you organize all the important things in your life.

Download it today. Watch the webinar that shows you how to use it. All complimentary, no obligation. Just get organized.

You, and your loved ones, will be glad you did.

https://sephtonfinancial.com/webinar/

Last month I was honored to speak at the Connect 2 Peers conference, focusing on how to add a little LOVE to financial ...
09/16/2026

Last month I was honored to speak at the Connect 2 Peers conference, focusing on how to add a little LOVE to financial planning.

Also, spoke about how I would handle a client going through a major financial transition in life compared to what AI would do. Very interesting.

That human touch in those vulnerable moment, still can't be replaced.

Tons of learning on then topics of...
Risk Mitigation
Women's Financial Growth
Key Note from Oz Pearlman
Technology and Financial Planning

I'll never stop learning about and sharing this mission to help those through transition.

I became a widow at 40 with three young children.At the time, I certainly wasn’t thinking:Someday this is going to shape...
09/09/2026

I became a widow at 40 with three young children.

At the time, I certainly wasn’t thinking:
Someday this is going to shape my career and life's work.

I was just thinking about surviving the day.
And the next.
And the next.

But it's funny.

The transition you never wanted can end up changing what you care about, what you notice, how you show up for people, and eventually... what you do with the rest of your life.

My experience with widowhood changed... well, everything.

And it changed the way I saw planning for the "what ifs".

The way I understood financial planning.

The insurance that was already in place.

The documents we had completed.

The financial decisions we had made before we knew how much they would matter.

And, eventually, it became a mission.

Today I help families prepare for and navigate the transitions that can change everything.

Widowhood was never a chapter I would have chosen.

But I get to choose what I do with everything it has taught me.

And that part means a great deal to me.

I'm going back to school... kind of. To get my Certified Financial Transitionist (CeFT). Why?It's my entire mission. To ...
09/04/2026

I'm going back to school... kind of.

To get my Certified Financial Transitionist (CeFT).

Why?

It's my entire mission.

To help bring clarity to families in transition.

After losing my first husband suddenly at age 40 I had to rebuild my life, with three little ones in tow, and reinvent my career.

I chose to help those just like me.

Those experiencing loss, becoming a sole parent, those reinventing their career.

All big life transitions you really didn't plan for.

But we CAN plan for them. We luckily had someone in our corner who helped us plan for the what ifs. And when that what if came, that plan saved my life and my kids' lives.

So that's why I continue to learn. To grow. So I can be there for those in transition.

Back-to-school hit a little differently as a newly solo parent.Forms still needed to be filled out.School supplies still...
09/02/2026

Back-to-school hit a little differently as a newly solo parent.

Forms still needed to be filled out.
School supplies still needed to be bought.
Someone needed new shoes even though you swear you just bought them new shoes.

I remember. And I know so many are feeling that right now.

One income instead of two.
An empty seat at the dinner table.

The realization that all the to-dos you used to divide now belong all on your list.

I remember what it was like to suddenly be the only parent responsible for all the details after becoming a widow.

Watching my kids walk into another school year knowing our family looked different than it had before.

So, if this is your first back-to-school season after a divorce, loss, or another major family transition...

Give yourself some grace.

Sometimes getting everyone out the door is victory enough 🩵

This week I'm heading to Salt Lake City for the Connect2Peers conference, where I'll be speaking alongside financial pro...
08/03/2026

This week I'm heading to Salt Lake City for the Connect2Peers conference, where I'll be speaking alongside financial professionals from across the country.

People sometimes ask why I still attend conferences after all these years.
The answer is simple.

Because the families I work with deserve it.

This year's conference is packed with topics that couldn't be more relevant:

Risk mitigation
Women's financial growth
Technology and financial planning
Alternative investments

And yes... even a keynote from mentalist Oz Pearlman (I'm looking forward to seeing if he can read my mind better than my kids can.)

I'll also be leading a session on something that has become the heart of my work:

How to add a little LOVE to financial planning.

Because after walking through widowhood, remarriage, blending families, and helping hundreds of people navigate life's biggest transitions, I've seen that...

Financial planning is about people.
It's about listening before solving.
Understanding before advising.
Helping someone feel seen before asking them to make difficult decisions.

I'll also be participating in a discussion where we'll compare how I would guide a client through a major life transition... and then hear how AI would approach the very same situation.

I'm genuinely fascinated by that conversation.

Technology is changing our profession in incredible ways, and I believe it has an important role to play. But I'm also reminded that empathy, experience, and human connection will always matter.

Every conference I attend, every book I read, every conversation I have adds another tool I can bring back to the families I have the privilege of serving.

That's why I go.

Because I believe there's always more to learn.

P.S. If I come home talking about alternatives, artificial intelligence, and mind reading all in the same week... just know it was a very productive conference.

Change is one thing you can count on being one of life’s constants. Whether it’s a major life transition, like starting ...
06/24/2026

Change is one thing you can count on being one of life’s constants.

Whether it’s a major life transition, like starting over after a loss, finding love again, or stepping into a new chapter of your career, these moments can feel overwhelming -

Emotionally and financially.

But every change is also an opportunity to reassess, realign, and rebuild.

Financial planning becomes a tool not just for managing your money, but for creating the life you want moving forward.

So you can:

- Feeling confident in the decisions you make today for tomorrow.

- Building a future that reflects your priorities and dreams.

- Knowing you have a plan in place no matter what life throws your way.

Transitions aren't always easy but they’re also the perfect time to take control.

You can create a plan that gives you clarity and prepares you for what’s ahead.

Address

314 Washington Lane
Jenkintown, PA
19046

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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