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Our Team

Lea Ypil

Relationship Assistant

Lea Ypil is a Relationship Assistant at 1.oak Financial, where she plays a pivotal role in connecting individuals with financial planning professionals committed to helping them achieve their financial goals. She engages with prospective clients, assesses their financial needs, and coordinates consultations to ensure a seamless and supportive experience.

A proud Filipina, Lea holds a bachelor’s degree in Business Management from Ateneo de Davao University. She began her career in the banking industry and, after a decade as an Assistant Bank Manager, transitioned to a remote role as a Social Media Influencer and Content Creator, allowing her to balance professional pursuits with family life.

Beyond her professional expertise, Lea is a creative individual who brings music and art to life as an event singer, mural artist, and live wedding painter. She values thoughtful reflection and approaches her work with quiet dedication, leveraging introspection to deliver meaningful and results-driven outcomes.

Lea champions the balance of professional excellence and personal well-being, emphasizing the importance of family, creativity, and fulfillment in all aspects of life.

Lea Ypil provides services to 1.oak Financial as an independent contractor. They are not employees, investment adviser representatives, or affiliates of 1.oak Financial or Advisory Alpha, LLC. They do not provide investment advice, financial planning, or securities recommendations.

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