The Professional Me
Chelsea brings a broad range of experience to the Planned Financial Services (PFS) team as a Chartered Life Underwriter®, Chartered Financial Consultant® and Certified Financial Planner™ professional. She joined PFS as a wealth advisor in 2022, to help business owners and high net worth families pursue their objectives in areas such as wealth and retirement income planning, business succession, executive compensation, employee benefits, estate conservation and charitable giving. She works closely with the firm’s multi-disciplined team of wealth advisors and client liaisons to develop customized financial strategies to help clients pursue the Return on Life® they desire.
Before joining PFS, Chelsea was the Director of Planning at Lakefront Capital in Cleveland, Ohio where she developed financial plans for families and businesses, collaborating with owners, key executives and decision-makers, and advised on qualified and non-qualified retirement plans. Prior to that she was a financial advisor with Northwestern Mutual, in Canton, Ohio, where she began her financial services career as a College Unit Director, responsible for recruiting, training and overseeing the professional development of college financial representatives through the company’s nationally recognized internship program.
In 2010, she graduated cum laude from The University of Akron with a Bachelor of Science in International Business with Spanish.
She is a member of the Circle of Strength & Hope, a women’s philanthropic organization associated with Recovery Resources, where she also served as an associate board member for several years. She previously served on The University of Akron College of Business Alumni Board and is the founder of Casey’s Kids, a leadership and development program for at-risk youth.
Chelsea and her husband Andrew reside in Hinckley, Ohio with their two young children.
Professional Designations & Credentials
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
- Certified Financial Planner™ (CFP®)
- Ohio Life, Health and Variable Annuity Insurance licenses
The Personal Me
Chelsea has a broad range of interests. She’s a devoted Cleveland sports fan and enjoys ballet, theater and music (she played cello and bass guitar), as well as reading, learning new languages, travelling, and spending time with her husband and children. Following her high school graduation, she spent six months studying Danish and International Business at a school in Skaelskoer, Denmark, where she was the only native English speaker. She looks forward to opportunities to travel the world with her family and hopes to live part time in Denmark one day.
An experience that had a profound impact on her life was her father Casey Coleman’s very public journey to overcome alcoholism, and later, to battle pancreatic cancer. Watching him become the best version of himself, and then face a tremendous challenge with so much positivity, strength and grace, taught her that faith and gratitude form the foundation of a meaningful life.
Little known fact: While in Denmark, Chelsea learned how to blow glass and even went windsurfing on a fjord.
Phone: 440.740.0130 x228
Email: Chelsea@PlannedFinancial.comSend a Message