Chelsea Kerslake, CFP®
Partner & Chief Operating Officer
BACKGROUND & EXPERTISE
Chelsea earned her Bachelor's degree in Accounting from Washington State University and has been with Pillar Financial Group since 2016. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) she has extensive experience building client's financial plans. She now serves as Pillar's Chief Operating Officer where she is responsible for keeping the firm running smoothly, expanding our ability to deliver the highest level of advice and guidance.
PROFESSIONAL APPROACH
Chelsea ensures all team members are relentless in their pursuit of professional growth to better serve clients. She focuses on improving and implementing processes internally, so we can provide concierge service to our clients for generations to come.
PERSONAL FULFILLMENT
Chelsea grew up in Washington State and enjoys skiing, hiking, and traveling.
EDUCATION & CREDENTIALS
Bachelor of Arts in Accounting - Washington State University
WA State Life & Disability License
Series 6, 63, & 7
CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
Chelsea is a registered administrative assistant with Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.