Chelsea Wetzel joined Crest Capital Advisors in 2026 as a Private Wealth Associate. She brings 10 years of financial services experience from her previous roles at Merrill Private Wealth Management, BNY Mellon and Capital Group.
She is committed to delivering a great client experience by building trusted relationships and providing attentive, high-touch service tailored to each client’s unique needs.
Chelsea earned her degree in Business Management and Economics from the University of California, Santa Cruz. She also maintains FINRA Series 7 and Series 66 licenses.
Chelsea currently lives in Aliso Viejo with her husband and two young children. In her personal time, she enjoys spending time at the beach with her family and watching football.
A fun fact about Chelsea, she worked at an ice cream shop throughout college which sparked a lifelong appreciation for great ice cream.
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