Domicile State: MA
E-mail: cbrochu@financialguide.com

Chelsea Brochu

As Coastal Financial’ s Wealth Strategist, Chelsea is passionate about the overall coordination of a client’s plan. She frequently interfaces with investment, estate, and tax professionals to ensure success through her multidisciplinary approach.

An attorney by education, Chelsea spent some time in private practice before joining US Trust as an analyst in their Wealth Strategy group. Chelsea then served as a Relationship Manager at the MassMutual Trust Company before joining Key Private Bank as a Senior Client Experience Manager, helping ultra-affluent families manage their wealth holistically.