Chelsea L. Plifka, CFP®
Senior Client Service Associate • Investment Adviser Representative
Chelsea works directly with clients and advisors in order to maintain and implement financial planning recommendations for our clients. She also works with new clients to open accounts and assist with transfers. Chelsea has been with the firm since June 2008 and is a great resource for clients with any account questions. She believes in being proactive and providing the highest level of client service to each client.
Chelsea is a Certified Financial Planner® Professional. She currently holds Series 7 and 63 securities registrations and New Jersey Life and Health Insurance License. Chelsea graduated from the University of Scranton.
In her spare time, Chelsea enjoys hiking, playing club sports in local adult athletic leagues, traveling, and spending time with friends and family.