Broker Check

Chelsea Chiswick, CLU®, CFP®

Founding MembeR
CERTIFIED FINANCIAL PLANNER®

Jody C. D’Agostini

Chelsea’s path to financial services is rooted in both leadership experience and a passion for helping individuals take control of their financial future. After beginning her career at Equitable Advisors, she quickly rose to become the first female Regional Vice President in her branch—an experience that shaped her perspective on leadership, growth, and client service.

Chelsea specializes in working with professionals, business owners, and pre-retirees, helping them align their financial strategies with both personal and professional goals. Her approach is relationship-driven and focused on creating clarity, structure, and long-term direction.

Currently pursuing her CFP® designation, Chelsea is committed to continuous growth and delivering thoughtful, strategic guidance that empowers clients to move forward with confidence.


CChiswick@thefalconfinancialgroup.com
O. (973) 775-5011

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