Chelsea Maglioca
Partner
As a financial professional Chelsea’s focus is to educate individuals and their families the benefits of planning for the future. She emphasizes the importance of strong relationship building, trust and security.
Prior to joining our team in 2015, Chelsea graduated from Johnson & Wales University in Providence, Rhode Island earning her bachelor of science. Then she went on to study Spanish language and culture at La Universidad de Salamanca in Salamanca, Spain.
Chelsea is FINRA Series 7, 63, and 65 registered, as well as being licensed to provide life, accident, and health insurance in NY. Chelsea is competent and ready to discuss the benefits of the following among other related services:
- Financial Strategies
- Education and Retirement Planning
- Investment Services and Asset Allocation
- Tax Advantage Investments
- Life, Accident and Health Insurance
Contact Information
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
i. Disclosure – The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@Equitable.com