About Enjoy Financial
EnJoy Financial is a financial planning firm founded by Shelby J. Rothman, CFP®, CPFA, and AIF®. The firm was created from Rothman’s more than two decades of experience in the financial industry and her belief that financial planning should help people experience greater confidence and enjoyment in their lives. The company has a team of experienced professionals, including Adam Fallert, Binnie Phung, Julie Acosta, Irene Castellano, and Chase Paulson. Together, the team brings experience across financial advising, client relationships, operations, and marketing, while emphasizing a personalized and relationship-driven approach.
Services
Retirement Income Strategies Wealth Management Annuities IRA/401(k) Rollovers Asset Preservation Strategies Life Insurance Tax-Efficient Strategies IRA Legacy Planning Long-Term Care Strategies Investments Trusts Probate Charitable Giving Estate Planning Tax PlanningReviews
I have known Shelby for several years and have referred multiple real estate clients to her for financial advice and investment guidance related to the sale of their investment properties. She is highly knowledgeable about the industry and a wide range of financial products. Shelby consistently conducts herself in a professional, ethical, and courteous manner, and my clients have only had positive experiences with her.