Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea B. Mieczkowski is a financial advisor currently registered with Bamboo Wealth Strategies. Chelsea has been in the financial industry since 2014. She earned the Certified Financial Planner designation and her current registration with Bamboo Wealth Strategies in May 2022. Chelsea specializes in working with individuals and families to help them achieve their financial goals. She is also a part-time employee with the San Diego Port Tenants Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/09/2022 - Present
Bamboo Wealth Strategies (SAN DIEGO CA)
Active
Inactive
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