Co-Founder and Chief Financial Planning Officer, Zenith Wealth Partners

Chelsea Ransom-Cooper

Co-founder and CFPO of an advisory firm focused on wealth management and client retention during generational transitions.

Known For

Wealth managementAdvisory firm operationsClient transfer strategies

Canon

Protected Retirement Income Planning: Emerging Priority in Wealth Management

Episodes

#How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)Jul 26, 2026