Chelsea Bailey, CFP®
Relationship Manager
Department: Relationship Manager
Education: Bachelor of Science in organizational and professional communication from Pennsylvania State University
Chelsea joined the team when AWA Wealth Management became Modern Wealth Management in September 2026. She helps with processing new accounts, beneficiary changes, wealth transfers, contributions, value inquiries, redemptions, and assists in the day-to-day operations in our Auburn, California office. Chelsea is a CERTIFIED FINANCIAL PLANNER® professional and has completed her FINRA Series 6, 7, and 63 and CA Life Insurance exam.
She came aboard at AWA Wealth Management in May 2011, following in the footsteps of her late uncle. Chelsea has honed her customer service skills and enjoys connecting with clients, whether it’s in the office or during a phone call. Her friends often call her a social butterfly, so it surprises a lot of people when she tells them that she is a CFP® professional. Chelsea thinks that many people think financial planners are introverted number crunchers who live in spreadsheets, but she thrives on connecting with people and believes financial plans should be built on trust, meaningful conversations, and long-term relationships.
When Chelsea isn’t in the office, you might find her studying the martial art of taekwondo, performing in theatrical productions at various local theatres, or playing Dungeons and Dragons.