Chelsey is a Financial Advisor with Torrey Pines Wealth Management in Carmel Valley, CA. Chelsey has in-depth knowledge of the many financial planning solutions that can be tailored to address clients' individual priorities. Using a holistic view, she guides clients through the financial planning process as they evaluate their life goals and how to help them formulate them into a successful legacy. Chelsey's philosophy focuses on listening in order to understand what is most important to clients now and in the future.
Prior to joining TPWM, Chelsey worked exclusively as a Wealth Planning Associate, developing a reputation for working with advisors and affluent clients to create plans that delivered customized advice and solutions. Prior to joining UBS, Chelsey was an Analyst in the Capital Markets Group at Citizens Bank in Boston. There she focused on originating, structuring and executing debt capital market transactions to support acquisitions, leveraged buyouts, dividend recapitalizations, restructurings and refinancing across a broad range of industries for middle market businesses.
Chelsey earned a A.B. in Economics from Harvard College along with a citation in French. While at Harvard, she was a member of the varsity lacrosse team and co-captain during her senior year. In addition she holds the Series 7 and 66 securities licenses, the California life and health insurance license and is an Accredited Wealth Management Advisor.
Chelsey lives in Point Loma with her husband, Danny, and English Bulldog, Flash. In her spare time, she enjoys riding bikes to the beach and trying new restaurants in San Diego!
Registered States:
AK, AL, AZ, CA, CT, FL, GA, IN, LA, MN, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA