Chelsey Russ
About Chelsey Russ
Chelsey Russ is a Financial Specialist with experience at Pinnacle Elite and Transamerica since 2022. She focuses on wealth accumulation, college funding, and tax-free retirement planning, and provides training for new associates in finance.
Work at Transamerica
Chelsey Russ has been employed at Transamerica as a Financial Specialist since 2022. In this role, she focuses on protecting clients from market losses while assisting them with their investment strategies. Her expertise includes wealth accumulation, college funding, and tax-free retirement planning, which allows her to provide tailored financial solutions to her clients.
Current Role at Pinnacle Elite
In addition to her position at Transamerica, Chelsey Russ has also been working at Pinnacle Elite as a Finance Specialist since 2022. She is responsible for providing a comprehensive training program for new associates, which does not require a background in finance. This initiative aims to equip new team members with the necessary skills to succeed in the financial sector.
Previous Experience at CrossFit, LLC
Before her current roles, Chelsey Russ worked as a CrossFit Coach at CrossFit, LLC from 2021 to 2022 in Key Largo, Florida. During her seven-month tenure, she developed skills in coaching and client engagement, which she has since applied to her financial career.
Education and Expertise
Chelsey Russ specializes in various financial strategies, including wealth accumulation, college funding, and tax-free retirement planning. Her passion for helping families achieve their financial goals drives her work, enabling her to provide valuable insights and guidance to her clients.