Shelly L. Aros is the founder and owner of Aros Asset Management, with over 30 years of experience providing tailored investment strategies. She specializes in guiding clients through financial decisions and educating them on their investments and employee benefits. Shelly’s passion for helping others drives her to build caring, compassionate relationships, allowing her to create a clear, comprehensive picture of each client's financial situation—both present and future.
In 2022, Shelly joined LPL Financial Services after working with Securities America for 5 years, Foothill Securities, Inc. for 7 years, and Royal Alliance Associates for 16 years. She is highly experienced in securities and insurance and serves as a registered principal with LPL Financial, member FINRA/SIPC. Shelly also offers advisory services through LPL Financial, a registered investment advisor.
Additionally, Shelly is a registered Covered California Agent, paralegal, and notary, providing these services independently of LPL Financial.
If you ever have questions about your plan or about specific products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.