Chelsea A. Chiswick, CFP®, CLU®

^{CA Insurance Lic. # 0L69929, AR Insurance Lic. # 17963437}

Chelsea A. Chiswick, CFP®, CLU® is a Financial Planner with Equitable Advisors who specializes in helping high-achieving professionals and families bring clarity and intention to their financial lives.
Chelsea graduated from The College of New Jersey, where she double-majored in Finance and Marketing. After college, she chose to step outside the traditional career path to deepen her global perspective and commitment to service. She spent three months living in the Dawasamu District of Fiji, working within local school systems to teach English and collaborating on community development initiatives. That experience continues to shape how she approaches her work — with empathy, perspective, and a deep respect for the role money plays in people’s lives.

Upon returning to the U.S., Chelsea began her career with Equitable Advisors in 2016, driven by a passion for helping individuals and families plan for their financial future. In 2019, she was promoted to Regional Vice President, becoming the first woman VP in the history of Equitable’s Atlantic Branch. After three successful years in leadership, Chelsea made a deliberate decision to return her full focus to client work, recognizing that her greatest impact comes from working directly with individuals and families.

As a result of her accomplishments, Chelsea was invited to join The Falcon Financial Group, one of the leading financial planning teams in the country. This partnership allows her clients to benefit from a collaborative, team-based approach and access to experienced planning specialists, with an emphasis on holistic, values-based financial planning.

Life & Health insurance in various states,
FINRA Securities registrations: Series 7 , 24, 66

 CA Insurance Lic. # 0L69929, AR Insurance Lic. # 17963437

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.