Chelsea Ransom-Cooper, CFP®

We provide a flexible financial advisory experience to meet you where you are!

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Zenith Wealth Partners Chelsea Ransom-Cooper, CFP® She/Her
New York, NY

Serving Clients Nationwide

We provide a flexible financial advisory experience to meet you where you are!

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Areas of Focus

  • Compensation Planning
  • Employee Stock Options
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Socially Responsible Investing
  • Taxes
  • Women & Wealth

About Me

Chelsea Ransom-Cooper is a CERTIFIED FINANCIAL PLANNER™ who specializes in working with women in the tech industry. Through Zenith Wealth Partners, Chelsea helps her clients through the many financial challenges they face as women with ambitious goals. Together, they work through:

✅ Deferred equity compensation strategy

✅ Tax planning

✅ Investing and portfolio management

✅ Debt repayment

✅ Cash flow analysis

✅ And more.

As a Managing Partner of Zenith Wealth Partners, Chelsea and her team offer comprehensive financial planning for first generation wealth builders. Together, they believe that financial planning professionals can work to help close the gender and racial wealth gap, and they prioritize forward-thinking and simplified strategies that make financial planning accessible to all.

Prior to becoming a Managing Partner at Zenith Wealth Partners, Chelsea Ransom-Cooper spent several years as a financial planner serving families with investment portfolios upwards of $2 million dollars. While collaborating with her clients’ accountant and attorney, Chelsea developed customized financial plans that aligned each client’s generational wealth goals with their current needs and values.

While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement.

At Zenith Wealth Partners, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. Through her tax expertise, she provides proactive tax strategies to professionals with equity compensation and small business owners. Chelsea recognizes financial planning is a marathon, not a sprint, and through ongoing relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.

Professional Designations



  • Association of African American Financial Advisors (AAAA)
  • CFP Board
  • National Association of Personal Financial Advisors
  • ONYX Advisor Network
  • XY Planning Network

Primary Location

New York, NY

Additional Locations

📍 2400 Market St. Suite 216 Philadelphia, PA


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

In our first meeting, we like to get to know one another to see how we can be of service to you. We will walk you through our services, and financial planning experience. Click the 'Book Intro Call' button above and complete our Discovery Questionnaire!

Offers Investment Management


About our Firm

Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. We create custom financial solutions for clients of all backgrounds. Zenith works with its clients to make smart financial decisions while fostering an optimal client experience.

Paired with our focus on clients is our desire to create an inclusive platform from which high-performing advisors can scale their own reach and impact. By strengthening the industry’s talent pipeline and creating a home for advisors who have been historically discriminated against, we believe we can have a positive ripple effect for decades to come.

We are a 100% minority-owned business on a mission to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for our clients.


Syracuse University - Martin J. Whitman School of Management Bachelor of Science (B.S.), Finance

Awards and Honors

  • Financial Advisor Magazine - Young Advisor to Watch 2023
  • Association of African American Financial Advisors 50 Under 50 - 2020 and 2022
  • NerdWallet - 9 Black Financial Influencers to Follow in 2023

Hobbies and Interests

  • Skiing
  • Tennis
  • Traveling
  • Wine

Who We Serve

  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Single Women
  • Technology Professionals
  • Travel Lovers
  • Women in Transition
  • Women Professionals
  • Young Families

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