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Chrissy Celaya, CFP®

Customer Growth Manager, Betterment

Chrissy Celaya, CFP®

About Chrissy

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.

Articles written by Chrissy

Understanding Crypto Fundamentals

Cryptocurrency is a complicated technology, but it’s also accessible. It can be understood by anyone, regardless of your background.

How To Transfer Assets In Volatile Markets

Have a high-fee or high-risk brokerage account that you’ve been avoiding transferring due to potential tax consequences?

Advisor Guide to Betterment Transfers

At Betterment for Advisors, our goal is to make transferring assets on behalf of your clients easy and automatic. Not every account is eligible to be moved using the same transfer method. We’ll break down each transfer scenario and walk you through how to get started.

5 Common Roth Conversion Mistakes

Converting your Traditional IRA to a Roth IRA can be a useful strategy for many investors. However, mistakes along the way can cost you—we’ll help you avoid them.

Your Guide to Betterment Rollovers

Moving your money to a new financial institution can be tedious and complicated. At Betterment, our goal is to make it easy and automatic. Here, we break down each rollover method and explain which might be right for you.