Position: Wealth Associate
Phone: +852 3468 8880
LinkedIn: View Profile
Chelsea is Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Chelsea is responsible for managing client relationships and establishing long-term connections based on achieving the client’s financial goals through investment and wealth management solutions. Chelsea is driven by accomplishing what is best for every client through financial planning and modeling to customize solutions for clients’ needs.
Chelsea earned a M.A. from The Chinese University of Hong Kong and a Master of Accountancy from Hong Kong Baptist University. She is currently licensed with SFC for type 4 (advising on securities) and type 9 (asset management) activities.