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Our financial advice team


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

Chelsea Henriod

Financial Advisor

Sherfina Advisors
6
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
  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies

Education

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

Previous experience

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