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portrait of Chelsea Updegrove
FINANCIAL ADVISOR

Chelsea Updegrove

CSRIC®
2901 N Argonne, Suite 1-B, Spokane Valley, WA 99212opens in a new window
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About Chelsea

My Approach
I utilize an established process to create holistic and tailored financial strategies for each client. Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, I'll work with you to develop specific strategies to help you achieve your goals.

My Team
I am supported by my branch office administrator, Veronica Watke, who ensures our office runs smoothly and that our clients receive top-notch service. Together, we are dedicated to helping you reach your financial goals.

My Background
My journey into finance began with a...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Sustainable investing
  • Not-for-profit Organizations

Work History

  • Edward JonesFebruary 2022 to Current
  • The Lands CouncilSeptember 2014 to January 2022

Certifications

  • CSRIC®

    Chartered SRI Counselor™

Education

  • Whitworth CollegeMaster of Science
  • Portland State UniversityBachelor of Arts

Personal Interests

  • Skiing
  • Cycling
  • Backpacking
  • Volunteering
  • Real Estate

Team Members

  • Veronica Watke
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(509) 924-0581

Fax

(877) 299-8652

Office Address

2901 N Argonne
Suite 1-B
Spokane Valley, WA 99212opens in a new window

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