Woman With A Plan
As a wealth management advisor, Chantel knows that financial planning must be catered to each individual's specific needs and goals. Not only does she help her clients by managing and building upon their current situations and needs, but she also allows them to see their visions fulfilled by effectively planning for their future.
Chantel has spent over seven years expanding her business and providing top-quality financial services to her clients. Her extensive knowledge and experience – paired with her passion and fervor to see her clients achieve financial prosperity and beyond – positions her as one of Northwestern Mutual's top wealth management advisors in the Western Region.
Chantel specializes in providing strategic, comprehensive advice to help successful women, attorneys, physicians, business owners, and millennials meet their financial goals. She also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.
In addition to helping her own clients thrive, Chantel strives 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. She has been featured in Forbes, LIMRA, Women's Health Magazine, Money Magazine, and MarketWatch. She has also made appearances on FOX News, Hello Giggles, and USA Today, among others.
Chantel has also been nominated for the "Top Women in Business" award in 2017 by the Los Angeles Business Journal.
Chantel holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Life Underwriter (CLU®) designation. She holds a 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.
- " 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
- "How to Manage a Windfall Like a Genius," Money, Time.com
- MarketWatch: Employees Reveal Their Budgeting Secrets marketwatch.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.
Resources for Physicians
