Chelsea E. Newell, CFP<sup>&reg;</sup> - Financial Advisor

Chelsea E. Newell, CFP®

FPBS™

Financial Planner

Guide My Finances, LLC.

1265 Carlsbad Village Dr, Suite 201
Carlsbad, CA, CA 92008
FINANCIAL ADVISOR'S WEBSITE
(760) 547-7585

General

Chelsea Newell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Guide My Finances, LLC. in Carlsbad, CA, CA and the surrounding communities.

Financial Advisor Overview

As a Certified Financial Planner and Financial Behavior Planning Specialist, Chelsea specializes in the following areas: • Retirement accumulation and distribution planning • Real estate acquisition and management • Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP) • Tax mitigation strategies for business owners • Investment management & portfolio construction • Correcting negative behaviors and habits with money • Business succession planning • Wealth preservation and transfer • Aligning philanthropic goals with financial planning objectiveAs a Certified Financial Planner and Financial Behavior Planning Specialist, Chelsea specializes in the following areas: • Retirement accumulation and distribution planning • Real estate acquisition and management • Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP) • Tax mitigation strategies for business owners • Investment management & portfolio construction • Correcting negative behaviors and habits with money • Business succession planning • Wealth preservation and transfer • Aligning philanthropic goals with financial planning objective

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Financial Advisor Experience

With 13 years of experience in the financial planning industry, Chelsea is a Certified Financial Planner (CFP®) who is deeply passionate about helping individuals and families achieve their financial goals. Chelsea’s commitment to providing personalized, comprehensive financial advice has earned her a reputation for excellence and trustworthiness among her clients. Specializing in a wide range of financial services, including retirement planning, employer stock option strategy, investment management, tax strategies, and estate planning; her holistic approach ensures that every aspect of her clients' financial lives is considered, allowing for a cohesive and effective strategy tailored to their unique needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - FPBS

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Chelsea Newell is an Investment Advisor Representative with Guide My Finances RIA. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Guide My Finances. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CRD # 6719754.
FINRA BrokerCheck

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Business Taxes, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Irregular Income, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources