Personalized Financial Planning
As a wealth management advisor, I know that financial planning must be catered to each individual's specific needs and goals. Not only do I help clients by managing and building upon their current situations and needs, but I also allow them to see their visions fulfilled by effectively planning for their future.
I have spent over a decade expanding my business and providing top-quality financial services to my clients. I have extensive knowledge and experience which, paired with my passion and fervor to see clients achieve financial prosperity and beyond – has positioned myself to be one of Northwestern Mutual's top wealth management advisors in the Western Region.
My specialties in providing strategic and comprehensive advice to help clients meet their financial goals. I often collaborate with fellow advisors to educate clients on wealth management strategies and solutions.
In addition to helping my own clients thrive, I strive to positively impact individuals across the county by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the future. I has been featured in Forbes, LIMRA, Women's Health Magazine, Money Magazine, and MarketWatch. I have also made appearances on FOX News, Bloomberg Radio, Cheddar TV, Hello Giggles, and USA Today, among others.
I have been nominated for the "Top Women in Business" award in 2017 by the Los Angeles Business Journal.
I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Registered Employee Benefits Consultant (REBC®) designation, Chartered Financial Consultant (ChFC®) designation, and Chartered Life Underwriter (CLU®) designation. I received my Bachelor's degree in Economics from the University of California, Los Angeles.
Media Mentions
Chantel's accomplishments are frequently featured in various media and news outlets.
- What to Tell High Schoolers About Money
- 6 Financial Mistakes You Need to Give Up This Year
- "For Freelancers and Contract Workers, Savings and Tax Planning is Critical"
- "Financial Anxiety Is The New Diet Anxiety," ThinkAdvisor
- "Are Millennials Too Conservative with their Money? ," Forbes BrandVoice, Forbes.com
- "If you've ever asked yourself, 'Do I need an IRA?' then read this," Hello Giggles, hellogiggles.com
- Advice Millennial Startup Millionaires Need to Hear northwesternmutual.com
Videos
Avocado Toast or Bust? The Millennial Conflict of Saving vs. Indulging (Watch Video)
- "The Plan," SoulPancake - WATCH VIDEO
Resources for Attorneys
- Stay informed with our latest Market Commentaries
- Take advantage of Northwestern Mutual's Advanced Planning Library
Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.
