Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Gonzales is an Investment Advisor Representative at Root Financial Partners. Chelsea has been a financial advisor for over 3 years. Chelsea's experience includes working with both individuals and businesses. She is also a Certified Financial Planner. Chelsea is passionate about helping her clients achieve their financial goals. Chelsea is registered to provide investment advice in California and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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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TX
04/12/2024 - Present
Root Financial Partners (McKinney TX)
IA
Issued 02/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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