As an Associate Advisor at WealthCrossing, Chloe Van Zandt supports the firm’s advisors in delivering investment, tax, retirement, and estate planning services to high-net-worth individuals and families.
Chloe brings a decade of diverse professional experience to her role, including time in higher education and public health. She found her calling in wealth management through a long-standing interest in personal finance and a passion for translating complex information into meaningful, actionable guidance, empowering individuals to confidently make decisions to turn their dreams into reality. Chloe is a CERTIFIED FINANCIAL PLANNER® professional.
Chloe earned her Bachelor’s degree in Communication from Boise State University and a Master’s in Public Health from George Washington University. Originally from the West, Chloe now calls Richmond home. Outside of work, she enjoys hiking and exploring the city’s trail systems with her partner and their two dogs.
