Chelsea Chiswick

PERSONAL

Hi! My name is Chelsea, and I am a Founding Member at Woman Owned Wealth, currently working towards my CFP ^®.

Obsessions – My family, friends and career, the beach, the New York Rangers, and Mexican food

Hobbies – Hiking, cooking, gardening, exploring new places with my puppy Lizzie

Proud moment – After college, I spent 3 months volunteering in the Dawasamu District of Fiji. I taught English and math in the schools of the local villages and participated in community development projects. This experience was truly transformative, and I cannot wait to make a trip back there again!

PROFESSIONAL

Prior to starting my life as a Financial Planner, I attended George Mason University where I played Division 1 Softball and ultimately graduated from The College of New Jersey where I double majored in Finance and Marketing.

In 2016, I joined Equitable Advisors where I was quickly promoted to Regional Vice President, the first woman VP in the history of the Atlantic Branch. After a successful tenure in management, I was invited to join The Falcon Financial Group, one of the leading financial advisory firms in the country.

In 2023, my partners and I founded the Woman Owned Wealth marketing initiative with the goal of educating and collaborating with the local professional women community. My practice’s areas of focus are working with younger professionals, business owners, and pre-retirees who are looking to take control of their financial futures.

PURPOSE

Raised in a family deeply rooted in entrepreneurship, I proudly carry the entrepreneurial spirit in my soul. Serving as a partner and resource for the closely held business community is where my true passion lies. Connecting with small business owners, understanding their motivations, their distinct niches, core competencies, and future aspirations is my ultimate source of fulfillment.

CA Insurance Lic. # 0L69929, AR Insurance Lic. # 17963437