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Wanna Invest? Meet Shelby Rothman of EnJoy Financial

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Manage episode 415425757 series 3559081
Content provided by Gain Federal Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gain Federal Credit Union or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Want to start investing but don't know where to start? Or have you been in the game for a while and need a second opinion? And ultimately, do you want to retire someday?!?! If you answered yes to any of these questions, it's time for you to meet our Investment Services partner, Shelby Rothman CFP®, CPFA, AIF, and the founder of EnJoy Financial.

At EnJoy Financial, they believe you deserve to live the retirement of your dreams. That’s why they've dedicated their lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, EnJoy is here to help.

To Know More visit TheBetterBankingPodcast.com

Follow us on social:

Facebook: GainCreditUnion Twitter: @gainfcu Instagram: @gainfcu

* EnJoy Financial is a registered representative of Cambridge Investment Research Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CA Insurance License 0C92876. Cambridge does not offer tax advice. Cambridge and EnJoy Financial and Gain Federal Credit Union are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value.

The views and opinions expressed by hosts and guests of The Better Banking Podcast are not those of Gain Federal Credit Union. Gain is insured by the NCUA and an Equal Housing Lender. NMLS #407810. ©2024 Gain Federal Credit Union

  continue reading

20 episodes

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iconShare
 
Manage episode 415425757 series 3559081
Content provided by Gain Federal Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gain Federal Credit Union or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Want to start investing but don't know where to start? Or have you been in the game for a while and need a second opinion? And ultimately, do you want to retire someday?!?! If you answered yes to any of these questions, it's time for you to meet our Investment Services partner, Shelby Rothman CFP®, CPFA, AIF, and the founder of EnJoy Financial.

At EnJoy Financial, they believe you deserve to live the retirement of your dreams. That’s why they've dedicated their lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, EnJoy is here to help.

To Know More visit TheBetterBankingPodcast.com

Follow us on social:

Facebook: GainCreditUnion Twitter: @gainfcu Instagram: @gainfcu

* EnJoy Financial is a registered representative of Cambridge Investment Research Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CA Insurance License 0C92876. Cambridge does not offer tax advice. Cambridge and EnJoy Financial and Gain Federal Credit Union are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value.

The views and opinions expressed by hosts and guests of The Better Banking Podcast are not those of Gain Federal Credit Union. Gain is insured by the NCUA and an Equal Housing Lender. NMLS #407810. ©2024 Gain Federal Credit Union

  continue reading

20 episodes

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