Broker Check
Shelley Schlossberg CFP®

Shelley Schlossberg CFP®

President

Shelley Schlossberg is a 35 year veteran in the financial services industry who provides customized investment services and financial planning to a wide range of individuals and businesses.

Shelley is a Registered Principal with LPL Financial the nations leading independent brokerage firm*. LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and the SIPC (Securities Investor Protection Corporation). Unlike most major Wall Street firms, LPL Financial does not offer their own investment products so they are unbiased in their research and outlook. . Prior to starting her own business and opening her LPL Financial branch, Shelley was a financial advisor with major brokerage firms such as UBS and Smith Barney.

Shelley began her career in New York City. In addition to servicing her local clients in Colorado she maintains a clientele on both coasts as well as in many states in between. Annual business trips provide the opportunity for face to face meetings.

Shelley has been a CERTIFIED FINANCIAL PLANNERTM practitioner since 1992. Additionally, Shelley holds her Series 7, 63, 65, 24 registrations and Insurance license through LPL Financial.

Shelley, her husband, and daughter live in the foothills of Colorado. Among her interests are skiing, hiking, and the martial arts. She is an active member of her community, serving as a regular volunteer with the Canyon Area Residents for the Environment (CARE), and Blue Spruce Habitat for Humanity.

*As reported by Financial Planning Magazine, June 1996-2016, based on total revenue.