Chelsea Miller

Onboarding Manager

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  • Client Services & Onboarding

(703) 506-8200

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Chelsea Miller, FPQP™, is the Onboarding Manager at Cassaday & Company, Inc. and has been with the firm since 2012. Chelsea works with the Financial Planning team to develop a consolidation plan for new clients and oversees their transition to Cassaday. Her team initiates and manages the asset transfer process to ensure all clients experience a speedy and smooth transition. She is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services. Chelsea has earned the Financial Paraplanner Qualified Professional (FPQP™) designation through the College for Financial Planning.

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. In her spare time, she enjoys exploring with her German Shepard and visiting wineries. Chelsea currently lives in Fairfax, Virginia.