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Chelsea Bernie, CFP®, EA

Director of Financial and Tax Planning

 

Chelsea was born and raised in the Point Loma area of San Diego. After completing her undergraduate degree at San Diego State University in 2012, she packed up her possessions and moved to Australia. Chelsea returned to San Diego in 2014 to pursue her graduate degree in Financial and Tax Planning, and following her graduate degree, went on to complete her CFP® and EA designations. She has over 5 years experience in financial planning and a lifelong love of connecting with people to help them achieve their dreams.

Chelsea is happy to be living in San Diego with her fiancé Alex and their schnauzer Harley. When not diving into new tax legislation, Chelsea loves to practice yoga, sail in San Diego Bay, and play frisbee with Harley on the beach.