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.
Rita is responsible for all insurance processed through Shelly’s office. Her passion is insurance because she knows that most people have a need for it and don't have enough. Whether it is life, health, disability or long term care insurance it’s all important at some point in most people’s life. She has worked with Aros Asset Management, Inc. for over 7 years and enjoys the family atmosphere of the company.
Rita looks forward to continuing to help Aros Asset Management, Inc.’s clients and future clients with their financial dreams. Rita excels in customer care and helps make each and every client feel a part of the Aros Asset Management family.
Rita is a California licensed insurance agent. Rita currently holds Series 6, 7, 24, 51, 63, and 65 registrations. Prior to working with Aros Asset Management, Inc. Rita was one of three compliance officers at MetLife Insurance and Securities Companies.
If you ever have questions about your plan or about specific products, contact us. We will set up a time for you to meet with Shelly to review your needs and address any questions you may have. Contact us today.