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Chelsea Nalley

Private Wealth Manager at Creative Planning

Chelsea Nalley, CFP® is a Private Wealth Manager at Creative Planning since October 2020. Prior to that, Chelsea worked as a Wealth Advisor at TrueWealth, LLC for eight years. Chelsea specializes in Financial Plan Preparation, Corporate Benefit Planning, Retirement Planning, and Portfolio Management. Prior to their role at TrueWealth, Chelsea worked as a Financial Planner/Support Advisor and Associate at Windham Brannon Financial Group. Chelsea holds a Bachelor of Business Administration in Finance and International Business from the University of Georgia and completed The Executive Program for CFP® Certification in Financial Planning and Services from the same institution.

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Timeline

  • Private Wealth Manager

    October, 2020 - present