Chelsea Ransom-Cooper
Chief Financial Planning Officer at Zenith Wealth Partners | New York, New York, United States
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Chelsea Ransom-Cooper serves as the Chief Financial Planning Officer at Zenith Wealth Partners, where she leverages her expertise as a CERTIFIED FINANCIAL PLANNER™ to empower women founders and those in the tech sector. In her role, Chelsea is dedicated to addressing the unique financial challenges faced by women with ambitious goals, particularly in industries where they are often underrepresented. Her work is centered around holistic financial planning, which includes navigating complex stock options, personal tax planning, and values alignment to ensure that her clients' financial strategies resonate with their personal and professional aspirations.
At Zenith, Chelsea leads key projects aimed at fostering financial literacy and inclusion, focusing on combating racial, age-based, and gender wealth inequality. She is passionate about creating accessible financial advice that meets the needs of diverse individuals and organizations. By employing her skills in relationship management and public speaking, Chelsea effectively communicates complex financial concepts in a relatable manner, helping her clients make informed decisions about their wealth.
In addition to her technical expertise in Microsoft Excel and PowerPoint, Chelsea is also fluent in Spanish, allowing her to connect with a broader audience. Her commitment to social inclusion and fundraising initiatives further exemplifies her dedication to creating a more equitable financial landscape. Through her leadership at Zenith Wealth Partners, Chelsea Ransom-Cooper is not only shaping the future of financial planning but also inspiring a new generation of women to take charge of their financial destinies.
Chief Financial Planning Officer at Zenith Wealth Partners in October 2020 to Present
Wealth Advisory Manager at BakerAvenue Wealth Management in April 2017 to September 2020
Business Advisory Consultant at EY in May 2015 to April 2017
Business Advisory Consultant - Auckland, New Zealand at EY in May 2014 to August 2014
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Personal Tax Planning
Retirement Planning
Investment Management
Values Alignment
Holistic Financial Planning
Tax Planning
Teamwork
Leadership
Microsoft Office
Public Speaking
Time Management
Research
Team Leadership
Microsoft Word
PowerPoint
Microsoft Excel
Communication
Fundraising
Financial Analysis
Microsoft PowerPoint
Social Media
Spanish
Problem Solving
Social Networking
Data Entry
Data Analysis
Strategic Planning
Asset Allocation
Relationship Management
Savings
Wealth Management
Organization
Financial Advisory
Social Inclusion
Talent Management
Mindfulness
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Discover more about Zenith Wealth PartnersWhat is Chelsea Ransom-Cooper email address?
Email Chelsea Ransom-Cooper at [email protected]. This email is the most updated Chelsea Ransom-Cooper email found in 2026.
What is Chelsea Ransom-Cooper phone number?
Chelsea Ransom-Cooper phone number is +12016738921 and +12124012600.
How to contact Chelsea Ransom-Cooper?
To contact Chelsea Ransom-Cooper send an email to [email protected]. If you want to call Chelsea Ransom-Cooper try calling on +12016738921 and +12124012600. (updated on October 29, 2024)
What company does Chelsea Ransom-Cooper work for?
Chelsea Ransom-Cooper works for Zenith Wealth Partners
What is Chelsea Ransom-Cooper's role at Zenith Wealth Partners?
Chelsea Ransom-Cooper is Chief Financial Planning Officer
What industry does Chelsea Ransom-Cooper work in?
Chelsea Ransom-Cooper works in the Financial Services industry.
Chelsea Ransom-Cooper Email Addresses
Chelsea Ransom-Cooper Phone Numbers
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