Chelsea Ransom-Cooper (CFP®)

Chelsea Ransom-Cooper focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

  • Business Development
  • Cash Flow and Budgeting
  • Employee Benefit Plans
  • Entrepreneurs
  • Goal Setting
  • Investment Advice
  • Investment Management - Ongoing
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Additional Information

At BakerAvenue Wealth Management, Chelsea begins each client relationship by discussing the “why” behind a client’s financial goals. Chelsea understands that financial planning is a marathon, not a sprint and works with clients to make sure they understand each phase of their financial plan. Throughout this process, she walks clients through budgeting and cash flow planning, identifying savings goals, determining their retirement needs, and creating a diversified investment portfolio across all their accounts. When developing a customized financial plan, Chelsea works closely with the other members of a client’s financial team, (CPA, attorney, etc.) to make sure that additional factors like taxes and inter-generational wealth planning are reflected in their financial plans. The daughter of an entrepreneur, Chelsea enjoys helping entrepreneurs and business owners find balance between their personal finances and the business’ finances.

During tax season, Chelsea volunteers with the New York Cares Volunteer Income Tax Assistance (VITA) Program to provide professional tax preparation to low and moderate-income individuals and families. Chelsea also has a blog called WealthFinessed, where she helps people of color live the lives they deserve through financial empowerment and a bit of finesse.

Chelsea earned a B.S. in Finance from Syracuse University. She also obtained her Financial Planning Certificate through New York University (NYU) and is a Certified Financial Planner® (CFP®).

NAPFA Start Date

May 16, 2019

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This Office

55 Thompson St. Townhouse New York, NY 10012 Phone: (212) 401-2600