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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!

Rated 5.0 out of 5
11 Certified Advisor Reviews™
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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

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

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

Primary Location

New York, NY

Additional Locations

📍 2400 Market St. Suite 216 Philadelphia, PA

Video

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

Yes

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.

Education

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

  • BIPOC
  • 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 6, 2024
We had a great experience working with Fahmin and Chelsea at Zenith. They were intentional about getting to know us, our financial situation, and our goals. They're very knowledgeable, but also collaborative. It felt like we were building a financial plan together. Because of that, they helped us develop a sense of confidence and direction about our financial future. We're looking forward to continuing working with them. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kai Tinsley
Kai Tinsley

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 4, 2024
My finances have completely transformed through the help of Fahmin and Chelsea at Zenith Wealth Partners. They met me where I was at in my level of understanding - taking time to explain without judgement, helped me get organized and then take steps to improve my financial health. As a small business owner, this was critical work to help how I operate daily. I'm so grateful for their services. Thank you, Zenith!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Meredith Setzman
Meredith Setzman

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 12, 2024
I have been working with my Finance Manager Fahmin at Zenith for almost a year now and it has been a great experience! I have never felt so supported when it comes to financial planning. For the first time in life I have a plan that is digestible, tangible but also fluid! Life happens and when it does I've never had an issue making adjustments to the plan. The software we use is great, easy to use, cool tech for sure! All in all, highly recommend Zenith Wealth Partners!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alyssa Ghilardi
Alyssa Ghilardi

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 25, 2023
Best in class financial management. Never met a team that provided more comfort, trust and advising in many aspects from budgeting, investing, estate planning and more. Couldn't recommend more. Extremely pleased with Chelsea and her peers!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tamika Joseph
Tamika Joseph

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 20, 2023
Working with the team was so helpful in confirming my current financial strategy and provided direct, and actionable suggestions to improve it based on my goals. They really went above and beyond to provide resources and connections for my particular needs. Highly recommend them for anyone with any level of financial literary.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alise Otilia Ramírez
Alise Otilia Ramírez

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 19, 2023
Over the past year, I have had the privilege of working with Zenith, and it has completely transformed my financial life! The personal attention provided by Adrienne has been exceptional, and her expertise in financial planning and investment strategies are incredible! Working with Zenith has not only helped me find new sources of income, but also encouraged me to increase my wealth. I am deeply grateful for this experience and would highly recommend Zenith to anyone in need of a financial advisor and help with money management. They are truly game-changers!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Byron Miller
Byron Miller

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 21, 2023
Working with Zenith Wealth Partners has been the most beneficial and positive experience ever. My husband and I have been clients for the last 3 years, and our finances have improved so much. Chelsea, Jason and the entire Zenith Team are like family to us now. Would 100 percent recommend their services to other family and friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for The LoveGeeks
The LoveGeeks

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 14, 2023
Top tier investment management and financial planning firm. In my search for a financial advisor, I specifically sought out a professional who not only provided the financial guidance I required, but also took pride in empowering the black community with the tools, knowledge, and capabilities to achieve wealth. Zenith stands out for its commitment to fostering financial empowerment within the black community, which adds a valuable dimension to their ALREADY impressive expertise in investment management and financial planning. I appreciate the comprehensive financial guidance I received, and can say for a fact that my financial goals are in capable hands (the numbers speak for itself). Highly recommended for anyone seeking not just a financial advisor, but a partner in building a prosperous, equitable future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Personal Connection
Avatar for Brandon
Brandon

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 11, 2023
Zenith Wealth Partners has, and continues to, deliver on every expectation set during our introductory call. Not only have we seen significant gains in our personal finances, with ongoing goal setting for continued growth, but they’ve also created a network of various financial and professional partners that we can tap into. The team is knowledgeable and engaged, they use state of the art tools for financial planning, and are always up to date with current market trends. I highly recommend working with this firm.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matthew Gould
Matthew Gould

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Sep 28, 2023
My family couldn't be happier about working with Zenith Wealth Partners. Everyone on the team has been knowledgeable, friendly, and extremely responsive, going above and beyond to make sure that all our questions are answered and we understand all our options. In addition, the Zenith team's advice on financial planning, investments, and retirement have helped us clarify our goals, align our strategies to those goals, and envision new possibilities for our future. Overall, it's been Zenith's commitment to really understanding our priorities and then responding with a personal touch that really stands out; never once have we felt like a nameless client getting canned advice or information that doesn't speak directly to our situation. We're big fans!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ben Herold
Ben Herold

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 17, 2023
Working with Zenith Wealth Partners has been an incredible experience for my husband and me. As we were searching for a financial advisor to assist us with alternative investment strategies, optimizing my business income, and addressing the needs of our growing family, we found exactly what we were looking for with the Zenith Wealth Partners team. They have gone above and beyond to help us achieve all of our objectives. What truly sets Zenith Wealth Partners apart is their exceptional team of experts. Whenever we had questions or concerns, we were able to speak directly with knowledgeable professionals who ensured that every aspect was thoroughly covered before providing recommendations. This level of personalized attention made us feel confident and secure in our decision to work with them. If you're someone seeking a financial planning firm that offers peace of mind while allowing you to focus on enhancing your quality of life, growing your business, and nurturing your family, I wholeheartedly recommend Zenith Wealth Partners. They have exceeded our expectations and have become an invaluable partner in our financial journey.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Personal Connection
Avatar for Charesse Spiller
Charesse Spiller
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