About Wendy
From Heartbreak to Hope
My Journey to Becoming The Financial Lyon,
Leading Others to Triumph.
I’ve been where you are—facing uncertainty, wondering how to move forward. After losing my my 24-year-old husband, I turned my pain into purpose. Now, I’m here to help you thrive, no matter what life throws your way.
Meet Wendy Lyon - Your Financial Lyon
When life throws you a curveball, it can feel impossible to see a way forward. But no matter how tough the challenge, you have the strength to not just survive—but thrive. Imagine facing the unimaginable: the sudden loss of a partner and the responsibility of raising two small children alone. Now imagine turning that pain into purpose, and that struggle into success. That’s the journey you can take, and I’m here to help you every step of the way.
Your financial future doesn’t have to feel uncertain or overwhelming. With a proven system that’s helped families eliminate over $2.6 billion in debt, you can rewrite your financial story, too. My mission is to empower you to take control of your wealth, protect your legacy, and achieve success beyond your wildest dreams. Together, we’ll build a future where you’re not just surviving—you’re thriving. You’re roaring all the way to the bank!.
For two decades, I’ve worked to transform my clients’ financial futures into incredible success stories. Imagine turning your hard-earned money into a legacy that lasts for generations. Picture building wealth that grows exponentially—just like the $10,000 that grows to over a billion for two grandchildren who lost their father. You deserve a future that’s even brighter than you ever thought possible.
I’ve had the honor of being listed in the International Who’s Who of Female Executives and was awarded the Outstanding Woman of Leadership Award by the Women’s International Leadership Association. Through my TV show, podcast, and radio show Wealth & Wisdom, my goal is to inspire others to Grow, Heal, and Thrive in every area of life—mentally, emotionally, physically, and financially. Together, we’re not just building wealth; we;re creating a life of abundance and joy.
This is your moment. Your opportunity to step into the life you deserve and claim the legacy you’re meant to leave. Let’s make your future extraordinary.
I’ve been where you are—facing uncertainty, wondering how to move forward. After losing my husband at 24, I turned my pain into purpose. Now, I’m here to help you thrive, no matter what life throws your way.
When life throws you a curveball, it can feel impossible to see a way forward. But no matter how tough the challenge, you have the strength to not just survive—but thrive. Imagine facing the unimaginable: the sudden loss of a partner and the responsibility of raising two small children alone. Now imagine turning that pain into purpose, and that struggle into success. That’s the journey you can take, and I’m here to help you every step of the way.
Your financial future doesn’t have to feel uncertain or overwhelming. With a proven system that’s helped families eliminate over $2.6 billion in debt, you can rewrite your financial story, too. My mission is to empower you to take control of your wealth, protect your legacy, and achieve success beyond your wildest dreams. Together, we’ll build a future where you’re not just surviving—you’re thriving. You’re roaring all the way to the bank!.
For two decades, I’ve worked to transform my clients’ financial futures into incredible success stories. Imagine turning your hard-earned money into a legacy that lasts for generations. Picture building wealth that grows exponentially—just like the $10,000 that grows to over a billion for two grandchildren who lost their father. You deserve a future that’s even brighter than you ever thought possible.
I’ve had the honor of being listed in the International Who’s Who of Female Executives and was awarded the Outstanding Woman of Leadership Award by the Women’s International Leadership Association. Through my TV show, podcast, and radio show Wealth & Wisdom, my goal is to inspire others to Grow, Heal, and Thrive in every area of life—mentally, emotionally, physically, and financially. Together, we’re not just building wealth; we;re creating a life of abundance and joy.
This is your moment. Your opportunity to step into the life you deserve and claim the legacy you’re meant to leave. Let’s make your future extraordinary.
And on my way home from college two years later, I nearly died in a car accident. Still, no one told me I should have life insurance, a will, or any other financial protections in my life. What you don’t know will hurt you, but how do you know what you don’t know? That’s where I come in. After all, I Learned the Hard Way So You Don’t Have To.
you are your most valuable asset
Read my story as told through my 3-year-old daughter’s eyes,
And on my way home from college two years later, I nearly died in a car accident. Still, no one told me I should have life insurance, a will, or any other financial protections in my life. What you don’t know will hurt you, but how do you know what you don’t know? That’s where I come in. After all, I Learned the Hard Way So You Don’t Have To.
Achieve Financial Confidence with The Financial Lyon
- Debt Domination: Say goodbye to overwhelming payments and hello to a life of financial freedom—without changing your lifestyle.
- Retirement Peace of Mind: Let's make sure you never outlive your money with a retirement plan that grows and adapts to your needs.
- Generational Wealth Creation: We'll lay the groundwork for a legacy that outlives you with tax-advantaged, sustainable strategies.
- Life Protection Planning: Be prepared for life’s twists with solutions that ensure your loved ones are secure, no matter what.
- Secure Your Business Legacy: Together, we’ll create a succession plan to protect your team, reward your family, and preserve everything you’ve built.
See How Lives Are Transformed When Financial Freedom Becomes Reality.
“Wendy is the type of financial professional every woman, couple and business owner desires and deserves. She’s passionate about providing financial education so her clients can make the most informed decisions. She’s also empathetic, caring and truly interested in learning and addressing her clients’ unique concerns and helping them achieve their goals. Having overcome the struggles of being a young, widowed mother, she knows first-hand the importance of protecting loved ones. And, she selflessly gives back by sharing her story and providing unsurpassed financial education to her community. I highly recommend Wendy as a financial professional, and if you hear her speak or meet with her you’ll quickly understand why.”
Deborah S. Poley
Business Consulting and Education at Charles Schwab & Co, Inc.
“Wendy, Thank you for helping our Small Business Owners become financially secure! It’s women like you who help other women that make this world a better place!!”
Remy M.
President, National Latina Business Women's Association
“Wendy was the only financial advisor I spoke with that took all areas of my finances into consideration and came up with a plan to coordinate them all. Others just wanted to sell me a product. I’ve gone back to her as my life and finances have changed. She’s not a “one and done.” She’s there for you for the long haul, and I’m proud to say she’s become a trusted friend.”
Karen Z.
“My wife and I recently had the pleasure of working with Wendy to decide on a life insurance plan for us. Wendy was helpful, professional, and knowledgeable. It was so great to have an agent on our side to help us navigate our life insurance needs and questions. I would definitely recommend Wendy to anyone!”
Mark H.
“I had two major concerns I needed Wendy to solve. One – to have my home paid off so I could leave it to my family unencumbered, and two – to have an income in retirement, since I’m single and have no children, I wanted to be sure I had sufficient retirement income to take care of myself.
Wendy solved both and made the process very easy. Not only that, but she also keeps me updated on how the vehicle we’re using for tax-free retirement income is performing, making sure that the indexes my funds are based on get locked in when the interest rate increases.
She’s not a “one and done;” she’s become a trusted friend. I’ve recommended her to others, knowing she’ll put them in the best possible position to be in for their financial future.
Whatever financial concerns you have, The Financial Lyon has the answers!”
Nicteha M.
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Media
Wendy in the News: Highlights and Features
regular guest on espn (where i got the name "the financial lyon"
- Shown here on real talk san diego hosted by elizabeth o’daly
Helping Clients Create Their Legacy, A podcast with mike saunders, mBA featuring influential entrepreneurs on business innovators radio
As heard on Spotify, Apple, Audible, and Pandora. Wendy “The Financial Lyon” helps her clients create their legacy.
