Our Team

At EnJoy Financial, we’re not just advisors, we’re advocates. Our qualified professionals don’t just point you down a path to retirement, we walk alongside you to help you reach your full retirement stride.

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Shelby J. Rothman, CFP®, CPFA, AIF®

Founder and Advisor

Much of what you need to know about Shelby can be found in the very name of her business, EnJoy Financial. That uppercase J? It certainly isn’t a coincidence or a mistake. Shelby, you see, has a passion for creating financial strategies that help her clients experience true joy as they journey through life.

But Joy also reveals something even more elemental about Shelby — that family is everything to her. Joy is both her middle name and the middle name of her daughter, Marigold. Shelby loves talking about her family — including her husband, David Murdock, and son, Hunter — every chance she gets. She even says welcoming new clients is like bringing them into the EnJoy family and believes deeply in treating others as she wants to be treated.

An experienced retirement, income and legacy planner as well as a qualified real estate strategist, Shelby is dedicated to identifying unique strategies and products that help her clients preserve the money they have worked hard to amass. “You don’t have to be stressed when it comes to your retirement,” she says. “With proper planning, you can have a stress-free retirement that is not dependent on the stock market.”

Shelby is a CERTIFIED FINANCIAL PLANNER™, CPFA, and AIF® professional who has well over two decades of industry experience and can offer both insurance and investment products and services. Before founding EnJoy Financial, she served for nearly nine years as a financial advisor at The Hartford and worked for EnJoy Financial Financial Counsel for more than a decade.

Born and raised in San Diego, Shelby earned her bachelor’s degree in business administration from Azusa Pacific in 1996. She now resides in Glendale and loves traveling and spending time with her family — including their dog, Jackson, and parrot, Rio — when she isn’t helping clients find the retirement confidence and happiness they deserve. Shelby also enjoys hiking, fishing, skiing and boating.

Checkout the background of firms and investment professionals on FINRA's BrokerCheck

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Binnie Phung

Operations Manager

Binnie Phung is a highly experienced financial advisor with over 23 years in the industry. As the Operational Manager at EnJoy Financial, she ensures the seamless execution of day-to-day operations while providing clients with expert financial guidance. She is currently registered with Cambridge Investment Research, Inc. and has previously been affiliated with firms such as Berthel, Fisher & Company Financial Services, Inc. and Linsco/Private Ledger Corp. Binnie has successfully passed the Series 6, Series 63, and SIE exams, equipping her with the expertise to navigate investment strategies and market analysis.

With a deep passion for finance, Binnie specializes in brokerage services, helping clients build and manage their investment portfolios. She takes pride in guiding individuals through financial decisions with a strategic and personalized approach. Her extensive knowledge and dedication to client success have made her a trusted resource in the industry.

Outside of work, Binnie is an avid traveler and a true foodie. She has a knack for discovering the best places to eat, from well-known favorites to hidden culinary gems. Whether exploring new destinations or indulging in unique dining experiences, she embraces every opportunity to enjoy life's flavors and cultures.

Binnie's Bio
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Irene Castellano

Customer Service Specialist

Irene is a seasoned professional with a degree in Accountancy and extensive experience working with top global companies such as Johnson & Johnson and Accor Hotels. She also spent two years as an international flight attendant with Philippine Airlines, refining her customer service and communication skills while traveling the world. Now, as a Client Service Executive at EnJoy Financial, Irene specializes in managing client relationships, assisting with customized financial solutions, and ensuring exceptional service at every step. Her passion for excellence and commitment to client satisfaction are evident in all aspects of her work.

Beyond her professional life, Irene enjoys exploring new destinations with her family and immersing herself in different cultures. Traveling is more than just a hobby for her—it’s a way to gain new perspectives and create lasting memories. She values meaningful connections and embraces every opportunity to learn from the diverse experiences of those she meets.

Irene's Bio
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Julie Acosta

Life Insurance and
Annuity Specialist

Julie Acosta graduated from CSUN with a BA in Psychology, giving her a strong understanding of human behavior and the ability to connect with people on a deeper level. Her financial journey began as a Bank of America teller, where she worked closely with customers to help them navigate their financial decisions. She later transitioned into retirement planning, becoming a notary in 2018 and earning her Life Only agent license with the California Department of Insurance in 2024. For Julie, this career is more than just a profession—it’s a mission to make a meaningful impact in people’s lives and provide valuable financial guidance to her community.

As a Life Insurance and Annuity Specialist at EnJoy Financial, Julie helps clients open IRA and non-qualified accounts, assists with annuities and MYGA accounts, and provides expert guidance on life insurance and long-term care applications. Her goal is to simplify the financial process, ensuring that every client feels informed, confident, and supported in their decisions. She takes pride in making each interaction seamless and personalized.

Outside of work, Julie embraces an active and adventurous lifestyle. She has played tennis since 1999, competed throughout college, and holds a purple belt in Brazilian Jiu-Jitsu. Recently, she took on the challenge of learning to ice skate as an adult. She also enjoys collecting and building Architecture LEGO sets, donating platelets year-round, and traveling to destinations such as Mexico, the Bahamas, Hawaii, and Alaska. Fluent in Spanish, she has built strong connections through language and culture. Additionally, she is CPR-certified with the American Red Cross as of 2024. Julie shares her home with her husband, three dogs (Harley, Lika, and Eevee), and a thriving 30-gallon freshwater fish tank.

Julie's Bio
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Chase Paulson

Marketing Coordinator

Chase Paulson brings over four years of experience in graphic design and marketing to his role as Administrative Assistant and Marketing Coordinator at Enjoy Financial. With a Bachelor of Arts in Graphic Design from Concordia University and additional studies in media at Heidelberg University, Chase combines his creative skills with strategic insight to support both operational efficiency and impactful marketing initiatives.

Before joining Enjoy Financial, Chase developed and executed digital and print marketing campaigns for luxury real estate agents at Berkshire Hathaway HomeServices in Orange County. His work played a key role in boosting brand visibility and driving business growth. At Enjoy Financial, Chase continues to build on his expertise, strengthening the company’s brand presence and ensuring clients receive exceptional service and support.

Chase recently relocated from San Clemente to Hollywood and enjoys traveling, whether solo or with his partner. He loves attending music festivals across the U.S. and has a deep passion for Electronic Dance Music. Always eager to explore new places, Chase thrives on discovering fresh experiences along the way.

Chase's Bio

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