Chelsea T. Hanlon, WMCP®, is a financial advisor in Poughkeepsie, NY, dedicated to helping individuals, families, and business owners build secure financial futures. She specializes in retirement savings, wealth management, insurance and annuities, estate and legacy planning, and portfolio reviews.

Chelsea partners with CPAs and estate attorneys to ensure a comprehensive, aligned approach, and in 2024 she earned the Wealth Management Certified Professional® (WMCP®) designation to enhance her expertise. Supported by her team, she delivers personalized strategies tailored to each client’s goals.

Beyond her practice, Chelsea volunteers, hosts financial education seminars, and supports local business networks. Outside of work, she enjoys barrel racing with her horses, outdoor activities, and time with family.