In this episode, host @stoyhall and guest @ChelseaCFP discuss a variety of topics, including the East Coast, being a minority in the financial planning industry, and the importance of representation. Chelsea shares her background as an East Coaster and the managing partner of @ZenithWealthPartners

She talks about her experience working at a high net worth family office and how it inspired her to start her own firm. The conversation also touches on the money mindset and the challenges faced by black and minority CFPs. Tune in to gain insights into Chelsea’s journey and the significance of diversity in the financial planning world.