Chrissy Celaya, CFP®

Chrissy Celaya is a Certified Financial Planner™ and manages Betterment’s licensed concierge service. Her team uses an advised approach to helping customers navigate complex onboarding and account transitions. Chrissy is also a champion for innovation within Betterment, using her team’s day-to-day conversations to drive new product development. She has a BS in Personal Financial Planning from Texas Tech University and prior to joining Betterment she worked for both USAA and Merrill Lynch.

Most popular by Chrissy Celaya, CFP®

Further writing from Chrissy Celaya, CFP®