Chelsea has worked in the financial services industry for over 10 years in Seattle, London and Wellington. She has a strong background in investment analysis, specialising in Socially Responsible Investing. As an adviser, she hasworked with individuals, couples, trusts and charities to develop and implement their financial plans. Chelsea also is a CFA® charterholder and has a Bachelor of Business Administration.
Chelsea has a particular interest in helping women and new investors learn about investing. She’s a big believer in the importance of putting financial concepts into plain language to give people peace of mind about how their money is being invested.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
