Empowering Women Through Financial Success
Building Wealth Together
Foliage Financial is a full-service financial firm with the clear vision of helping you "grow, protect, and flourish" financially. Our mission is to empower professional women by offering personalized financial strategies that ensure their financial well-being, enabling them to achieve their dreams with confidence and security.
Our firm is entirely independent, hence, our loyalty belongs exclusively to our clients, not to a parent company. We draw on the global resources from our partners and collaborate with your trusted advisors like Attorneys, CPA's or Tax Specialist in order to develop strategic solutions to address the complex needs of each client and simplify your financial life.
And, we are committed to assisting, educating, and providing you with the exceptional value of fully customized financial planning strategies.
Hi, I am Chelly Joseph
Investment Advisor Representative, President & Co-Founder of Foliage Financial Planning, LLC & Foliage Financial Services, Inc. I am a transformational speaker, coach, and advisor in financial education, providing financial planning tips and instructions for success. Coupled with almost two decade of experience, I excel at translating complex financial matters into understood dialect for audiences around the country. It is my vision to: "Focus on helping those who are committed to helping others" in a non-captive wealth management environment.
As an active contributor to various local charities and social organizations, along with my expertise and passion to help others, I feel proud to be a reliable asset to our community. Some of my past leadership role in many organizations includes: Rotary South Fort Myers, American Association of University Women, Susan G Komen for the Cure of SWFL.
I was originally born in Freeport, Bahamas to immigrant parents from Haiti, and currently reside in Bonita Springs, Florida. I enjoys spending time with my husband, Andrea and my doggie, Skyla. Also I enjoy reading, playing golf and pickleball on my free time.
Foliage Financial helped me secure my future with their expert guidance and personalized investment strategies. Highly recommend!
Sarah J.
Thanks to Foliage Financial, I feel empowered and confident in my financial decisions. Truly transformative experience!
Emily T.
★★★★★
★★★★★
Contact
book your financial plan video call
info@foliagefin.com
239-233-1395
© 2025. All rights reserved.
Disclaimer: Foliage Financial Planning LLC ("Foliage Financial") is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Foliage Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Foliage Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.