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Our Team

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 solutions 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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Shelly L. Aros

President and Financial Advisor

714.919.4383

714.919.4380

shelly.aros@securitiesamerica.com

Shelly L Aros is the founder, owner and President of Aros Asset Management Inc. For over 25 years, Shelly has focused on providing solutions for investors just like you. Shelly guides clients through financial decisions and educates...

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Rita E. Bernal

Office Manager

714.919.4383

714.919.4380

rita.bernal@securitiesamerica.com

Rita E Bernal has been in the Financial Services Industry for over 20 years. She assists in the production and tracking of many types of client paperwork including opening new accounts and transferring money for account consolidations....

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Donna L Zerger

Project Management/Admin

714.919.4383

714.919.4380

donna.zerger@securitiesamerica.com

Donna L Zerger has been in the financial services industry for over 35 years. Donna assists in the production and tracking of many types of client paperwork including opening new accounts, transferring money between accounts,...

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