Chelsea specializes in working with high-achieving professionals, executives, and women in transition who have built successful careers and want to make intentional decisions about what's next. Through strategic financial planning, equity compensation guidance, investment management, and tax strategy, she helps clients align their wealth with the life they want to create.
As a CFP®, CLU®, and Columbia-trained Behavioral Financial Coach, Chelsea combines financial competence with a deep understanding of the behaviors that influence money decisions. Her mission is simple: helping clients turn success into significance by using their wealth to create freedom, support the people they love, and leave a lasting impact on the world around them.
CChiswick@thefalconfinancialgroup.com
O. (973) 775-5011