Chelsea Magliocca McAuliffe, RICP®

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.

As a financial consultant Chelsea’s focus is to simplify complex strategies. Working with a team of experienced partners to create a full-service experience for her clients. She emphasizes the importance of strong relationship building, trust and security.

She resides in Saratoga County with her Husband, Daughter, and growing family. Not to forget her rescued dogs Frankie and Oliver.

Chelsea is an outdoor enthusiast. When she’s not working you can find her in the garden, trekking in all seasons and spending time with family in Lake George.

Chelsea is FINRA Series 7, 63, and 65 registered, as well as licensed to provide life insurance. Areas of focus among other related services:

• Retirement Planning
• Wealth Management
• Asset Accumulation and Distribution Planning
• Life Insurance & Estate Planning

^{_{California License #4325735}}

^{_{Arkansas License #17689848}}

^{_{The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-
263- 7265. To verify a designee, visit http://www.designationcheck.com.}}