Chelsea Mieczkowski has been an investment adviser representative at Spectrum Planning & Advisory Services since May 2022, and is not listed among the firm’s executive officers or direct owners. Chelsea Mieczkowski holds a Master's in Financial & Tax Planning from San Diego State University and an Undergraduate degree from San Diego State University.
Spectrum Planning & Advisory Services Inc. is a San Diego, CA firm with $236M under management, 229 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Chelsea Mieczkowski is Director of Financial & Tax Planning at Bamboo Wealth Strategies, based in San Diego, CA. She joined Bamboo in 2022 and has been in the industry since 2017. She specializes in retirement income strategies, tax optimization, Social Security, and RMD planning.
- Bamboo Wealth StrategiesCurrent– present · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 170093
Professional designations
Listed by Spectrum Planning & Advisory Services
- CERTIFIED FINANCIAL PLANNER™
- Enrolled Agent
Investment adviser representative registrations
Chelsea Mieczkowski is registered as an investment adviser representative in California, since May 2022.
- CaliforniaSince 9 May 2022
Examinations
No examinations are on Chelsea Mieczkowski’s record.
- Full name
- Chelsea B. Mieczkowski
- CRD
- 7551242
- Firm
- Spectrum Planning & Advisory Services · CRD 170093
- Office
- 3131 CAMINO DEL RIO NORTH, SUITE 750, San Diego, CA 92108
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bamboowealthstrategies.com
Where does Chelsea Mieczkowski work?
Chelsea Mieczkowski is an investment adviser representative registered through Spectrum Planning & Advisory Services Inc. since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Chelsea Mieczkowski a financial advisor?
Yes. Chelsea Mieczkowski has a current investment-adviser registration in California, through Spectrum Planning & Advisory Services since May 2022.
How many years of experience does Chelsea Mieczkowski have?
Chelsea Mieczkowski has 4 years in the financial industry, since May 2022, across 1 adviser firm.
Where is Chelsea Mieczkowski based?
Chelsea Mieczkowski’s registered office is in San Diego, CA.
Is Chelsea Mieczkowski registered with FINRA?
No. Chelsea Mieczkowski has no current broker registration.
Is Chelsea Mieczkowski a CFP?
Spectrum Planning & Advisory Services lists Chelsea Mieczkowski with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Chelsea Mieczkowski biography, bamboowealthstrategies.com
How can I verify Chelsea Mieczkowski’s record?
Search CRD 7551242 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chelsea Mieczkowski’s full registration record.