
Chaunsy Weisensel, CFP®
Wealth Manager
Chaunsy serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent his entire career in the financial services industry, Chaunsy has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked as a financial advisor at an independent investment advisory firm.
Chaunsy earned a Bachelor of Science degree in finance, with an emphasis on financial planning, from the University of Wisconsin–Whitewater, where he graduated with honors. Chaunsy is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
In his spare time, Chaunsy enjoys fishing, being outdoors, watching sporting events, and spending time with friends, family and his dog, Rufus.
Articles by Chaunsy Weisensel, CFP®
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