Strength
Flexibility
Longevity
Chelsea Mieczkowski is the Director of Financial & Tax Planning at Bamboo, where she helps clients feel confident and supported—especially as they prepare for retirement. A CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with a Master’s in Financial & Tax Planning, she has been in the industry since 2017 and joined Bamboo in 2022. Chelsea was drawn to the field after seeing loved ones struggle financially in later life, and she’s passionate about ensuring others don’t face the same uncertainty. She specializes in retirement income strategies, tax optimization, Social Security, and RMD planning, and is known for her detailed, approachable guidance. Her work is grounded in service, integrity, and collaboration—delivering tailored advice, clear communication, and lasting support. Chelsea particularly loves helping clients turn financial goals into real impact, like building multigenerational legacies through charitable giving. Originally from Point Loma, Chelsea earned both her undergraduate and graduate degrees at San Diego State University, with a two-year detour living and working in Australia.
Outside the office
When she’s not working, you’ll likely find Chelsea doing yoga, sailing, or relaxing at the beach with her dog, Harley. Known for her quick wit and party tricks (she’s a limbo champ who can still do the splits), friends describe her as smart, beautiful and definitely sarcastic.
