Chelsea comes to President’s Wealth with over 13 years of wealth management experience. Chelsea provides analytical support for financial planning and investment management services, and is involved in all aspects of planning, communication, and financial services for our clients.
Prior to joining President’s Wealth, Chelsea held financial planning and managerial roles at Clearstead, First Republic Private Wealth Management, and UBS Financial Services. She holds a B.A. from UC Santa Cruz and is currently working towards her Certified Financial Planner (CFP®) certification.