Chelsea L. Scomak, CFP®, BFA™

Inquirer
DISC Type : dc

CEO - Lifestyle Financial Planner - Advisor Coach at Via Brio

Bonita Springs, Florida, United States

Overview

Chelsea Scomak is the CEO and Lifestyle Financial Planner at Via Brio, where she focuses on providing high-quality financial planning for entrepreneurial women. A Shippensburg University alumna, she holds Certified Financial Planner (CFP®) and Behavioral Financial Advisor (BFA™) designations, aiming to disrupt traditional financial services with a behavior-focused, values-based approach.

Chelsea is a multi-passionate entrepreneur who is deeply involved in professional networking and empowering women in business. She frequently appears on podcasts sharing her expertise and has served on the boards of community and professional organizations, such as the Downtown Mechanicsburg Partnership and FemCity Fort Myers.

She created her brand, Via Brio, to represent the high energy involved in the journey of transformation, both for her financial planning clients and the advisors she coaches.

Personality Overview

Hard To Convince

Upfront

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Financial Empowerment
Her stated mission is to help driven, entrepreneurial women ditch money overwhelm and achieve financial security through tailored financial planning.
Behavioral Finance
She holds a Behavioral Financial Advisor (BFA™) designation and integrates personal coaching and money mindset work into her financial strategies.
Female Entrepreneurship
Her target clientele consists of female business owners, and she speaks on transitioning from a 9-to-5 job to successfully running a business.

Media Appearances

Chelsea has no verified media appearances

Work History

9-2023
CEO - Lifestyle Financial Planner - Advisor Coach at Via Brio
6-2022 - 9-2023
CEO & Lifestyle Financial Planner at Chelsea L Scomak
10-2017 - 6-2022
Financial Advisor at Conte Wealth Advisors, LLC
9-2016 - 9-2017
Investment Advisor Representative at Kovack Securities, Inc.
6-2016 - 1-2017
Board Member-Director at Downtown Mechanicsburg Partnership

Education

2012 - 2015
Finance with a Concentration in Personal Financial Planning from Shippensburg University of Pennsylvania
8-2015 - 5-2016
Alumni from Leadership Cumberland

More Information

Social Presence :

Prographics :

Exp : 9 Location : Bonita Springs, Florida, United States Job Level : Leadership Designation : CEO - Lifestyle Financial Planner - Advisor Coach at Via Brio

Interested in

Sports

Bowling

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Insights For Selling To Chelsea L.

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly
  • Highlight the competitive differentiation of your product

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chelsea L. is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Chelsea L.

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Chelsea L. move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Chelsea L. take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Chelsea L.

Personality Compatibility


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