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

Chelsea Ransom-Cooper is a Certified Financial Planner and Managing Partner at Zenith Wealth Partners, a fee-only financial planning firm, and registered investment advisor. Prior to Zenith Wealth Partners, Chelsea spent several years as a financial planner serving high net worth families and retirees with investment portfolios upwards of $2 million dollars. Chelsea realized that she could provide a flexible financial planning and investment management approach that inspires a more diverse clientele to take financial action before they reach retirement. At Zenith Wealth Partners, Chelsea guides individuals, families, and business owners through the many financial decisions they face to help develop strategic financial plans that meet their present and future financial goals. Chelsea earned a B.S. in Finance from Syracuse University. She also obtained her Financial Planning Certificate through New York University (NYU). In addition, Chelsea is a member of the Association of African American Financial Advisors and the Young Whitman Advisory Council for the Whitman School of Management at Syracuse University. Throughout tax season, Chelsea volunteers with the New York Cares Volunteer Income Tax Assistance (VITA) Program. The New York Cares Volunteer Income Tax Assistance program provides professional tax preparation to low and moderate-income individuals and families, immigrants, non-English speakers, seniors, and self-employed individuals.

NAPFA Start Date

May 16, 2019

Submit
Submit

This Office

2400 Market St Fl 2 Philadelphia, PA 19103-3041 Phone: +1 (484) 278-1559