Chloe Bartels
Paraplanner at Trailwise Financial Partners
Based in United States
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Seniority
Staff
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
4
Contact information
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c•••••••@trailwisefp.com
Phone
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Background
About Chloe Bartels
I attended University of Portland for two years and then transferred to Colorado State University. In May 2023 I received a BA in Business with a focus in Financial Planning. I have passed the CFP exam in July of 2025 and plan to complete the required hours for certification. I hope to broaden my focus to helping families with children with special needs to guide them through the financial struggles and complications.
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