Minority Representation in Financial Planning: A Conversation with Chelsea Ransom Cooper
08/02/23 • 34 min
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In this episode, host Stoy and guest Chelsea Ransom Cooper discuss a variety of topics, including the East Coast, being a minority in the financial planning industry, and the importance of representation.
Chelsea shares her background as an East Coaster and the managing partner of Zenith Wealth Partners. She talks about her experience working at a high net worth family office and how it inspired her to start her own firm.
The conversation also touches on the money mindset and the challenges faced by black and minority CFPs. Tune in to gain insights into Chelsea's journey and the significance of diversity in the financial planning world.
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!
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DISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.
Shoot us a message, we are here for you and we listen!
In this episode, host Stoy and guest Chelsea Ransom Cooper discuss a variety of topics, including the East Coast, being a minority in the financial planning industry, and the importance of representation.
Chelsea shares her background as an East Coaster and the managing partner of Zenith Wealth Partners. She talks about her experience working at a high net worth family office and how it inspired her to start her own firm.
The conversation also touches on the money mindset and the challenges faced by black and minority CFPs. Tune in to gain insights into Chelsea's journey and the significance of diversity in the financial planning world.
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!
Twitter, FaceBook, Instagram, Tiktok, Linkedin
DISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.
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In this episode of No BS Wealth, the host welcomes Branson Bowen, a master of commercial real estate in Florida.
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Tune in to learn more about Branson's work and insights in the industry.
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!
Twitter, FaceBook, Instagram, Tiktok, Linkedin
DISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.
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In this episode of the No BS Wealth podcast, the host interviews Nick Hegeman, CEO and co-founder of PaintJet.
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Tune in to learn more about the fascinating intersection of technology and the paint industry.
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!
Twitter, FaceBook, Instagram, Tiktok, Linkedin
DISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.
NoBS Wealth - Minority Representation in Financial Planning: A Conversation with Chelsea Ransom Cooper
Transcript
All right hey, welcome back, everybody, we are here, none other than Chelsea Ransom Cooper. This one's going to be really fun for a multitude of reasons. She's an East coaster, and we're going to talk a little bit about East coast and why I don't like it which I did not talk about in the precursor to this as well as getting into the minority side. Right. Not only are you black CFP, you're a black woman CFP, which makes you like.
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