Chelsea L. Scomak

Financial Advisor (239) 288-4237

Chelsea L. Scomak Specializes In:

  • Financial Planning
  • Comprehensive Financial Planning
  • Insurance Protection
  • Wealth Management
Location

Fort Myers, FL and Camp Hill, PA

Education

Bachelor of Science, Finance & Personal Financial Planning – Shippensburg University

Licenses

FINRA Series 6, 7, 63, 65; Florida Life/Health/ and Variable Annuity

Bio

Chelsea graduated from Shippensburg University with a degree in Finance and Personal Financial Planning.  She has a strong foundation in risk  management as well as comprehensive financial planning.  Chelsea’s passion is for small business owners.  Chelsea enjoys developing customized financial plans for small businesses and the owners’ families.  Her focus  derives from her upbringing which was steeped with an entrepreneurial spirit and an understanding of small businesses.

She also loves giving back to her community and has given her time and effort to many leadership and small business organizations. Chelsea holds her FINRA Series 6, 7, 63 and 65 Securities Licenses as well as her Life/Health/Annuities License.

Chelsea splits her time between Central PA and Southwest Florida.  She enjoys her free time with her dog, Bella, as well as with friends and family. She also enjoys reading and spending time on the beach. Chelsea is an avid bowler and enjoys teaching young children how to bowl. Over the next couple of years, she foresees becoming deeper involved with small business organizations and giving back to her community.

 

Check out the background of investment professionals on FINRA’s

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

4 Things To Consider If You’re Thinking Of Retiring Early

Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early.  My neighbo...
Read More

Cheat On Your Diet, Not Your Retirement Plan

Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these ...
Read More

What’s in a number?

Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin?  Nowadays, man...
Read More