Chelsea L. Scomak, CFP®, BFA™ in

Chelsea L. Scomak, CFP®, BFA™

Inquirer · DISC type dc
CEO - Lifestyle Financial Planner - Advisor Coach at Via Brio
📍 Bonita Springs, Florida, United States

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.

Read the full overview →
Experience
9 Years
Current Role
CEO - Lifestyle Financial Planner - Advisor Coach
Job Level
Leadership
Location
Bonita Springs, Florida, United States
Personality Overview

How Chelsea shows up

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.

Priorities

Topics Chelsea cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2015
Finance with a Concentration in Personal Financial Planning
Shippensburg University of Pennsylvania
8-2015 - 5-2016
Alumni
Leadership Cumberland
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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