
Chelsea Miller Director of Onboarding Strategies and Client Service
Chelsea Miller, FPQP™, QPFC, NQPC™ is the Director of Onboarding Strategies and Client Service at Cassaday & Company, Inc. and has been with the firm since 2012. Chelsea works closely with the Advisors and Financial Planning Department to develop a transition plan for each new client and to oversee a team of 4 in implementation clients’ transition plans. Her team manages the new account set up and asset transfer process to ensure a speedy and smooth transition for new clients. Chelsea also oversees the firm’s Client Service Department that manages daily account transactions and implements strategies recommended for clients by our Financial Planning, Estate Planning, and Tax Planning teams. She is also a member of the Executive Team, where she helps to drive the development and execution of the firm’s strategic initiatives.
Chelsea has earned the Financial Paraplanner Qualified Professional (FPQP™) certification through the College for Financial Planning, the Qualified Plan Financial Consultant (QPFC) certification through the National Association of Plan Advisors, and the Nonqualified Plan Advisor (NQPC) certification through the National Association of Plan Advisors.
Chelsea graduated summa cum laude from George Mason University where she received her Bachelor of Arts degree in integrative studies and minors in psychology and childhood studies. She is a WAMU member and volunteers with her local DECA organization, a co-curricular business club for high schoolers. In her spare time, she enjoys exploring art museums, hiking and skiing local mountains, and learning about wine. She also holds a Level 2 Wine Certification from the Wine and Spirit Education Trust (WSET 2), ask her about her favorite wine region! Chelsea currently lives in Reston, Virginia.
Chelsea is not registered with Osaic Wealth, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.