Chelsea Newell's Location
Carlsbad, CA, US
Chelsea Newell's Work
- Financial Planner @ Guide My Finances
- Plan Support Specialist @ Pure Financial Advisors, LLC
- Operations Manager @ Northwestern Mutual
- Finance Operations Manager @ Northwestern Mutual
- Financial Representative @ Northwestern Mutual
- Financial Analyst @ Tilia Fiduciary Partners, Inc.
Chelsea Newell's Education
- Penn State University
Certificate of Financial Planning (Finance, General)
2016 - 2018 - Penn State University
Bachelor's degree (Finance and Financial Management Services)
2014 - 2018
Chelsea Newell's Skills
- Estate Planning
- Economics
- Cash Balance
- Stock Management
- Corporate Finance
- Defined Contribution
- Employee Stock Ownership Plan Esop
- Time Value Of Money
- Financial Planning
- Financial Modeling
Chelsea Newell's Summary
Chelsea Newell, based in Carlsbad, CA, US, is currently a Financial Planner at Guide My Finances, bringing experience from previous roles at Pure Financial Advisors, Inc. and Northwestern Mutual. Chelsea Newell holds a 2016 - 2018 Certificate of Financial Planning in Finance, General @ Penn State University. With a robust skill set that includes Estate Planning, Economics, Cash Balance, Stock Management, Corporate Finance and more, Chelsea Newell contributes valuable insights to the industry. Chelsea Newell has 4 emails on RocketReach.
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