Casia Chappell, CFP®, CPWA®
Vice President
Wealth Planning
Casia Chappell, CFP®, CPWA®, joined Goldman Shelby in 2019 and is vice president of wealth planning. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Private Wealth Advisor (CPWA®) and adheres to a disciplined approach and process to fully understand clients’ goals and then provide the best financial and investment counsel. In her role at the firm, she provides complex financial forecasting and planning for clients. She is a member of the company’s wealth management team.
Casia previously worked as a relationship manager at Sapient Private Wealth Management in Eugene, Oregon, where she also served as chairperson of the firm’s planning committee.
She earned her B.A. degree from University of Puget Sound in Tacoma, Washington, double majoring in politics and government and French literature.
In her free time, Casia enjoys golf, tennis, skiing and running. Beyond sports, she is fond of time with family, her Newfoundland and Great Dane dogs and trying new wines.