CERTIFIED FINANCIAL PLANNER™ who specializes in working with founders and women in the tech as they build wealth. Through Zenith Wealth Partners, Chelsea helps her clients through the many financial challenges they face as women with ambitious goals. Together, they work through:
As a Managing Partner and Director of Financial Planning of Zenith Wealth Partners, Chelsea and her team offer comprehensive financial planning for Gen X and Millennial clients. Together, they believe that financial planning professionals can work to help close the gender and racial wealth gap, and they prioritize forward-thinking and simplified strategies that make financial planning accessible to all.
While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement. At Zenith Wealth Partners, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. Through her tax expertise, she provides proactive tax strategies to professionals with equity compensation and small business owners. Chelsea recognizes financial planning is a marathon, not a sprint, and through ongoing relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.