Chelsea L. Scomak
I guide driven, entrepreneurial women on ways to ditch money overwhelm and achieve financial security.
- Role
- CEO - Lifestyle Financial Planner - Advisor Coach at Via Brio
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About Chelsea L. Scomak
You’re a driven, entrepreneurial woman who has this dream of having your own business, building wealth outside your 9 to 5, or wanting to build something bigger than yourself, but continue to get stuck in financial overwhelm. I see you. My mission is to provide driven, entrepreneurial women high quality financial planning advice in an innovative, upbeat, and flexible way that\'s tailored to their lifestyle goals and helps them ditch money overwhelm and achieve financial security to create a legacy of financially empowered female business owners who empower their communities.Different from the 60 year old male advisor in the suit, my work combines human behavior, money mindset, and financial strategy to create a custom roadmap based on each client\'s unique vision.I graduated from Shippensburg University with a degree in Finance and Personal Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™, and I hold my FINRA Series 6, 7, 63, and 65 securities licenses, as well as my Life/Health/Annuities License.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Via Brio and Cambridge are not affiliated.
Experience
CEO - Lifestyle Financial Planner - Advisor Coach
Sep 2023 — Present · US
Education
Shippensburg University of Pennsylvania
Finance with a Concentration in Personal Financial Planning, Personal Financial Planning
2012 — 2015
Leadership Cumberland
Alumni
Skills
- Life Insurance
- Time Management
- Public Speaking
- Multi-Tasking Skills
- Building Relationships
- Asset Protection
- Customer Service
- Risk Management
- Licensed Life Insurance Agent
- Leadership
- Communication
- Small Business
- Sales
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.