The Pension Source
Chelsea Balak serves as the Vice President of Operations at The Pension Source since April 2025. Previously, Chelsea held the position of Vice President of Operations and Sales at wemlo from May 2019 to March 2025, contributing to the firm's success under NMLS 1416619 and company NMLS 1853218. Chelsea's earlier experience includes serving as Branch Manager at Regions Bank from November 2018 to May 2019 and as Assistant Manager of Residential Lending at Space Coast Credit Union from November 2013 to November 2018. Chelsea holds a Bachelor of English in English Language and Literature from the University of Central Florida and an Associate's degree in Liberal Arts and Sciences from Ocean County College.
This person is not in any teams
This person is not in any offices
The Pension Source
The Pension Source, LLC is a Third Party Administration firm that specializes in the design, implementation and administration of qualified pension, profit sharing, and 401(k) plans. We take pride in working with Small Business Owners to ensure that we completely understand their goals and retirement needs. We offer new Plans and can also review their current Plan to identify the benefits of maximizing business owner contributions and minimizing employee costs, thus providing the owner with the greatest tax benefits.