Chelsea J Whiteman

Financial Advisor

518-261-2252 chelsea.whiteman@ceterainvestors.com

I grew up in Chatham, NY and proceeded to graduate from Clarkson University with a B.S. in Financial Information & Analysis with a double minor in Business Law & Economics.  I started in the financial services industry in 2012 and haven't looked back since.  My favorite part of the job is designing plans that work!  Juggling all of the unique variables in each household can be challenging ... it's satisfying when all the pieces come together to create a purposeful plan. Being a woman myself, I understand how important it is to include the female perspective while financial planning.  Did you know that, statistically, women outperform men while investing?  Fidelity Investments examined over 8 million accounts from men and women.  What they found is that women tend to be more fact based in decision making while men tend to make investment decisions with their gut.  This led to women outperforming men over 1% per year.  I get to bring this to the table to all of my clients.

When I'm not at work, I spend my time traveling, enjoying time with friends & family and volunteering for Kittens Angels, a cat rescue organization in the Capital Region. I currently reside in Saratoga County with my 18 year old bossy cat, Hansel and two kittens - Daisy and Piper.