Investment Services with EnJoy Financial
Plan for your Financial Future, Starting Today
At Gain, we believe that everyone deserves access to fair and honest banking services. That's why, when it comes to investment services, we're proud to partner with 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.
Meet the Team
Shelby Rothman, CFP®, CPFA, AIF
Shelby Rothman has more than two decades of experience guiding clients through retirement, income, and legacy planning. She specializes in helping individuals and families make informed financial decisions that bring the most joy as they plan for the future.
Shelby earned her bachelor’s degree in business administration from Azusa Pacific University. She now lives in Castaic, where she enjoys traveling, hiking, skiing, and camping with her kids.
Adam Fallert
Adam Fallert is an experienced financial advisor with over a decade in the industry. As a dedicated advisor at EnJoy Financial, Adam focuses on creating clarity and confidence for clients navigating today’s complex financial landscape.
Outside of work, Adam enjoys bringing joy and energy to the world in unexpected ways. He once bowled a perfect 300 game and performs stand-up comedy, finding creative outlets that balance both precision and humor.
This is just one episode of The Better Banking Podcast. Download all episodes to hear more!
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Contact Us:
(818) 846-1710
100 West Broadway, Suite 500, Glendale, CA 91210
* 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.