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Chelsea Hodl, CFP®, MBA
Describe your perfect day?
Starts with grabbing a surprise flavored Lotus drink to take with me to my sons' baseball and basketball games, which typically can last all day. Followed by pizza for dinner with family and playing board games.
What do you most like about your job?
I love helping people learn about financial planning so they can make the best decisions in their personal financial lives.
Surprise us, something we don't know about you?
Although I'm a boy mom, I love braiding hair!
How long have you worked in Financial Services?
9 years
About
Chelsea Hodl is a financial planner who combines her expertise with an approachable, down-to-earth style. With nearly a decade of guiding individuals and families, she blends traditional financial planning with forward-looking strategies, such as behavioral finance and digital assets. She is also the co-author of Smart Money Moves, a book designed to help early-career professionals make confident financial decisions. Her strength is her ability to simplify complex topics and provide clarity to help clients feel informed and empowered. Beyond her professional work, Chelsea is a military wife and proud mom to two teenage boys. She spends her free time at basketball courts and baseball fields cheering on her sons and husband (their coach). She also enjoys crafting, doing DIY home improvement projects, and can't get enough of The Great British Bake Off.
Education
Bachelor of Business Administration - University of San Diego Master of Business Administration with emphasis in Financial Planning - California Lutheran University Certified Digital Asset Advisor (CDAA) Behavioral Financial Advisor (BFA)
Expertise
Cash Flow, Tax Planning, and Retirement Savings Strategies
Experience
A paraplanner at a Bellevue, WA based firm helping young professionals set up their finances to start their careers off on the right foot. She then worked as a financial planner for an RIA based in the Bay Area, focusing on comprehensive financial planning and cash flow for ultra high-net worth clients.
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