Chelsea English - Root Financial

Hi. 👋
I’m Chelsea English.

Work With Me

Duration 5:28

Chelsea English
Video Introduction

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  • Location

    Annapolis, MD

  • Experience

    8 years

  • Credentials
    • CERTIFIED FINANCIAL PLANNER™

    • Chartered Federal Employee Benefits Consultant℠
    • Accredited Investment Fiduciary

I believe financial planning should feel like a breath of fresh air. It’s about building trust, creating real connections, and working together to support what matters most to you. I love walking alongside people through life’s biggest moments, helping them feel supported and empowered as their lives and goals evolve.

I went to the University of Michigan on a Navy ROTC scholarship where I was preparing to commission as a naval officer. A medical separation in my senior year changed that direction, but not my desire to serve. That eventually led me to financial planning, where I’ve found deep purpose in being a steady partner through the transitions, decisions, and milestones that shape your life.

Your finances touch nearly every part of your life, but money itself isn’t the goal. It’s what you do with it that truly matters. That’s why I focus on building a plan that’s rooted in your values, gives you clarity, and can grow with you over time. Whether you’re preparing for retirement, exploring charitable strategies, or navigating legacy goals, my job is to make sure you feel seen, supported, and empowered to make thoughtful decisions aligned with your values.

I was born and raised in Michigan and have always felt most at home near the water. Thanks to my husband’s Navy career, we’ve lived all over the country and now call Annapolis, Maryland home. When I’m not working, you’ll likely find me with my dogs out by the water, on a yoga mat, or at a local coffee shop planning our next adventure.

You’ve worked hard to build a meaningful life. Let’s create a plan that protects it and honors what matters most to you. If that sounds like the kind of partnership you’re looking for, I’d love to connect.

Team Oak

Learn About This Team

Oak Team

Team Oak symbolizes strength, potential, and quiet confidence. With a structure built to endure and branches ready to grow, Oak brings thoughtful energy and balanced support to clients and colleagues alike.

At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.

 

Brandon Woods

Lead Financial Advisor

Harry Sommers, Root Financial Associate Advisor

Financial Advisor Team

Associate Advisor Team

Client Success Team

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