Our Team

We at Lance Pelky and Associates, Inc. believe only through a dedicated team can information be absorbed, appropriate recommendations made, and prompt and efficient service given to you, the client.


Lance A. Pelky, RFC. Executive Profile

Lance A. Pelky began his career as a property and casualty agent in 1985. He went on to establish the firm of Lance Pelky & Associates, Inc. in the early 1990’s. The mission of Lance Pelky and Associates, Inc. is to serve completely and fully the retirement needs of working people who are looking for a single source for retirement management. Our clients rely on us to integrate and organize every aspect of their financial lives, eliminating the need to assemble multiple advisors.

Lance A. Pelky, has a RFC designation and is a Investment  Adviser Representative with Voya Financial Advisors.  He formally taught classes in retirment at National University and Chapman University. Lance has provided retirement planning services to Financial 21 Community Credit Union members, employees of San Diego Gas and Electric company (now SEMPRA), Pacific Bell employees and many other retirees for years. 

Considered a “go-to professional” in the retirement and distribution planning world, Lance easily distinguishes himself from other financial services professionals with a simple and compelling goal: Lance makes it his mission to reach out to all of those people who are in the dark and unaware of the realities and pitfalls of our financial world.  He helps people understand the myriad options that are available to them and helps navigate through obstacles to find the right planning path for an individual’s personal needs and goals.

Over the years, Lance has made numerous television appearances and has been a featured guest on radio programs to discuss various retirement, income planning and investment related topics.  His credentials include a collaboration on and co-authorship of the compelling book Financial Success in the Year 2000 and Beyond.  Lance has also participated in interviews for planning and investment related articles in magazines and newspapers within the United States and abroad, including prestigious publications such as The Wall Street Journal and The Tokyo Times.   

Lance Pelky is not only a successful businessman with a stellar reputation but he is also active in the San Diego community and serves as a mentor for students from San Diego State University.  Lance has been invited to participate in The Aztec Mentor Program through the SDSU career center and he proudly accepts this honor for the benefit of many bright, hopeful students.

Talk to Lance! Call 619 282-2288 or email him now at info@pelky.com



Maribell Torres, Executive Assistant

My Executive Assistant Maribell Torres has been with me for over 16 years. Many times when I need to get information out to my clients in a hurry, I’ll ask Maribell to get on the phone. Rest assured, whenever you hear from Maribell, it’s at my request! She also helps me set up my workshops, company events, and is responsible for organizing and managing all client communications. Maribell’s Extension is 109
 



Evone Wilcox, Registered Client Service Assistant

Evone started with LP&A in May 2011. She has over 10 years of experience in the financial services industry. She has a bachelor’s degree with emphasis in finance and financial services from San Diego State. Evone is a tremendous help to me and can be an equally tremendous help to you. If you have any questions about your statement, direct deposit, checks or documents she is the one to call. Evone’s extension is 112