portrait of Chelsea A Stockhaus
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Chelsea

I believe it's important to invest my time in understanding what you're working towards before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Working closely with you and your CPA, attorney and other professionals, I can provide a comprehensive service to you and your family. As your financial advisor, I am here to partner with you through all the stages of life, make adjustments to your strategies when appropriate and keep you on track.

My husband and...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Charitable Giving
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Cleveland State UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Pets
  • Gardening
  • Traveling
  • Board Games

Team Members

  • Chris Bednar
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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