Chelsea is currently attending San Jose State University, majoring in Business Administration with a concentration in Finance. Over the two years residency program, Chelsea will be participating in all aspects of the financial planning process and she intends to pursue the Certified Financial Planner designation after graduation.
We welcome Chelsea as our inaugural member of the Residency program where we intend to lay a strong foundation of integrity, expertise and service to our clients to support her in her early career path.
In her spare time, Chelsea enjoys hiking, baking pastries and is an avid reader.
2105 South Bascom Ave
Campbell, CA 95008