Chelsea Ransom-Cooper, CFP® Zenith Wealth Partners

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About Chelsea Ransom-Cooper, CFP®

Chelsea Ransom-Cooper is a CERTIFIED FINANCIAL PLANNER™ who specializes in working with women in the tech industry. Through Zenith Wealth Partners, Chelsea helps her clients through the many financial challenges they face as women with ambitious goals. Together, they work through:
Deferred equity compensation strategy
Tax planning
Investing and portfolio management
Debt repayment
Cash flow analysis

And more.

As a managing partner of Zenith Wealth Partners, Chelsea and her team offer comprehensive financial planning for Gen X and Millennial clients. Together, they believe that financial planning professionals can work to help close the gender and racial wealth gap, and they prioritize forward-thinking and simplified strategies that make financial planning accessible to all.

Prior to becoming a Managing Partner at Zenith Wealth Partners, Chelsea Ransom-Cooper spent several years as a financial planner serving families with investment portfolios upwards of $2 million dollars. While collaborating with her clients’ accountant and attorney, Chelsea developed customized financial plans that aligned each client’s generational wealth goals with their current needs and values.

While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement. At Zenith Wealth Partners, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. Through her tax expertise, she provides proactive tax strategies to professionals with equity compensation and small business owners. Chelsea recognizes financial planning is a marathon, not a sprint, and through ongoing relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.

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Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Investment Planning & Management
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • Flat Fee: $1000+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.80%

SEC Records

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