How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. For over 25 years, Shelly L Aros and the staff at Aros Asset Management, Inc. have focused on providing strategies for investors just like you. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
We work as a team to develop practical resources to help provide a more consistent investment experience. By using a partnership approach with our clients, we provide you with the necessary information to make intelligent and informed decisions about your money and avoid costly mistakes. At Aros Asset Management, Inc., we recognize that each situation is unique and take pride in the relationships that have been built and the differences this has made in the lives of others.
Shelly L. Aros
Owner and LPL Financial Advisor
714.919.4380
Shelly L. Aros is the founder and owner of Aros Asset Management, with over 30 years of experience providing tailored investment strategies. She specializes
Rita E. Bernal
Client Services Specialist
714.919.4380
Rita E. Bernal has over 25 years of experience in the financial services industry. At Aros Asset Management, she supports the production and management
Donna L Zerger
Advanced Client Services Specialist
714.919.4380
Donna L. Zerger brings over 40 years of experience in the financial services industry. At Aros Asset Management, she plays a key role in managing
Rosemarie Borson
LPL Financial Advisor
714-919-4380
Rosemarie Borson began her career as a Financial Advisor in 1992, working as a Certified Financial Planner (CFP) and advisor until 2008, when she took