Rita E. Bernal has over 25 years of experience in the financial services industry. At Aros Asset Management, she supports the production and management of client paperwork, including opening new accounts and handling money transfers for account consolidations.
Rita also assists Shelly with insurance processing, a key focus of her work. With a deep passion for insurance, she recognizes its importance in addressing life, health, disability, and long-term care needs. Rita has been with Aros Asset Management for over 12 years, appreciating the company’s family-oriented culture.
Rita is committed to helping both current and future clients achieve their financial goals. Her dedication to customer care ensures that every client feels valued and part of the Aros Asset Management family.
Before joining Aros Asset Management, Rita served as 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.