Enjoy Financial

Enjoy Financial is a wealth management firm in Glendale, CA, located at 100 W Broadway #500. The firm helps individuals and families manage wealth and assets to pursue their goals, focusing on retirement planning, income strategies, and legacy planning. Their three-step Find Retirement Joy financial planning process is designed to protect hard-earned money and help clients envision their ideal retirement. The team includes Shelby Rothman, who holds CERTIFIED FINANCIAL PLANNER™, CPFA, and AIF® designations, as well as Adam Fallert, who holds Series 7 and Series 66 licenses along with California Life, Health & Annuity credentials. Other team members listed are Irene Costellano, Shelby J. Rothman, Binnie Phung, and Julie Acosta. Enjoy Financial holds a 5.00 rating based on customer reviews.

Shelby Rothman, the founder, brings more than two decades of experience in guiding clients through retirement, income, and legacy planning with a holistic approach. Before founding the firm, she spent nearly nine years as a financial advisor at The Hartford and over a decade with New Century Leadership Counsel. She offers both insurance and investment products, tailoring strategies to each client’s goals and values. Adam Fallert, with over a decade in the industry since 2012, specializes in retirement planning and investment management, focusing on creating clarity and confidence for clients navigating complex financial landscapes. The firm works with Cambridge Investment Research, Inc., as a broker/dealer and Registered Investment Advisor to deliver customized financial strategies.

The firm’s philosophy is rooted in personal relationships rather than pressure-packed sales tactics. The initial meeting is a casual, no-obligation visit to determine if the fit is strong. Subsequent meetings involve examining the client’s current financial situation to identify areas for optimization and developing a custom, comprehensive retirement strategy. The marigold logo reflects the founder’s personal journey, symbolizing resilience and strength. The firm also refers clients to professionals for trusts, probate, charitable giving, estate planning, and tax planning.

Enjoy Financial stands out for its positive rating from the customers who have reviewed it, reflecting the trust clients place in its personalized guidance. The team’s combined experience and commitment to helping clients navigate their financial journey with confidence make it a valued resource in Glendale.

Enjoy Financial combines expert financial planning with a personal touch, helping residents of Glendale, CA, find joy and security in their retirement years.

Enjoy Financial is situated on W Broadway in Glendale, CA, just steps from Social Security and South Central Avenue. The office is also near North Brand Boulevard and South Brand Boulevard, with Macy's located about a tenth of a mile away.

BizScoreAI awards the firm a perfect 100 out of 100 for Content Quality, ensuring its website answers customer questions clearly so AI assistants can quote it directly. It also achieves an excellent 91 out of 100 for Technical score, confirming the site is secure and readable for search engines without errors.