Chelsea is a Financial Paraplanner Qualified Professional, has Life and Health Insurance licenses, and is licensed with both her Series 6 and 63. At Simplified Wealth, she brings her passion and personal drive to find the most efficient and personalized solutions to the team. Prior to joining the team, Chelsea has over a decade of customer service management and financial experience. She previously worked for an independent LPL Financial firm that specialized in assisting advisors with strategic asset management and implementing structured investment programs.
Chelsea is a Ashford University graduate with a degree in Business Management. She enjoys traveling, helping impact lives, and implementing change for the better.