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Sabrina Chilson, CFP®

“I look forward to building lasting relationships with my clients, providing education and guidance through every life milestone to help develop positive financial discussions that could lead to financial security and independence”.

As an LPL Financial Advisor, Sabrina’s mission is to help Southern Tier families and professionals address their holistic financial wellness needs. Sabrina’s clients can expect to work with someone dedicated to helping navigate the intricacies of financial wellness and planning. Sabrina works very closely with clients to develop enduring relationships that transcend beyond the planning process itself. Her specialties include working with those who are just starting a new career whom have not yet considered financial wellness, mid-career professionals and/or families getting their “financial house” in order as well as late career professionals who are preparing for retirement and planning for their income needs. Focusing on each client’s unique situation, goals, and circumstances Sabrina designs a tailored financial plan to pursue every client’s needs.

Sabrina has been in the financial services field since 2007. She earned her Bachelor of Sciences degree from Elmira College in Business Administration and attained her CERTIFIED FINANCIAL PLANNER designation™ in 2018. She is FINRA Series 6, 7, 63 registered through LPL Financial and is licensed with the New York Department of Insurance. She has been a lifelong resident of the Southern Tier. In her free time, Sabrina enjoys traveling, volunteering with Tanglewood Nature Center, hiking / spending time outdoors and training in the sport of Agility with her Border Collie, Kota.