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Chelsea Henriod, Financial Advisor serving the Newbury Park, CA area - Ameriprise Advisors

Chelsea Henriod

Financial Advisor

Sherfina Advisors
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Estate Planning Strategies
  • Insurance

Education

  • Bachelor of Arts in Psychology from California State University Channel Islands

Awards & recognition

  • Sherfina Advisors, Ameriprise Client Experience Award, 2025

Previous experience

  • Financial Advisor, Edward Jones, Thousand Oaks, CA, 2019-2025

Community participation

I am proud to be serving on the board of Youth Entrepreneurship Programs | Fishbowl. Fishbowl

The mission of FishBowl is to make entrepreneurship education accessible and transformative for every student. FishBowl delivers hands-on learning in branding, finance, sales, and creativity, while Fishbowl Fund removes financial barriers through scholarships, supplies, and community support—so every child can participate.

I am able to give back to the community and help enrich the next generation. Since I have young children myself, this is particularly important to me.

Interests

When I am not working, I enjoys playing golf with my husband, dad and other family member and friends. I grew up playing golf and is how I met my husband. We also enjoy wine tasting, hiking and invest in Real Estate. I also enjoys staying healthy with exercising, focusing on cooking healthy meals, baking, gardening, and staying on top of all thing's health and wellness. I also enjoy keeping up with business and politics. Most of my time is spent with my kids, exploring and getting involved in sports.