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.
Shelby J. Rothman
Founder and Lead Strategist
Shelby Rothman, CERTIFIED FINANCIAL PLANNER™, CPFA, and AIF®, has more than two decades of experience guiding clients through retirement, income, and legacy planning with a holistic approach. She specializes in helping individuals and families make informed financial decisions that bring the most joy as they plan for the future. Shelby offers both insurance and investment products and services, tailoring strategies to each client’s goals and values.
Before founding EnJoy Financial, Shelby spent nearly nine years as a financial advisor at The Hartford and over a decade with New Century Leadership Counsel. Throughout her career, she has focused on providing personalized guidance that helps clients navigate their financial journey with confidence, while keeping their long-term goals at the forefront.
For Shelby, the philosophy behind her firm is personal as well as professional. The capital “J” in EnJoy reflects her belief that financial planning should help clients experience the most joy out of their lives. Family is central to that approach — Shelby cherishes her children, Hunter and Marigold, her three dogs and enjoys creating a welcoming, family-like environment for her clients.
Born and raised in San Diego, 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. When she isn’t guiding clients, she focuses on making the most of every day, embracing the joy she strives to bring into the lives of others.
Adam Fallert
Lead Advisor
Adam Fallert is an experienced financial advisor with over a decade in the industry, beginning his career in 2012 in St. Petersburg, Florida. As a dedicated advisor at EnJoy Financial, Adam focuses on creating clarity and confidence for clients navigating today’s complex financial landscape. He is currently registered with Cambridge Investment Research, Inc., and holds the Series 7 and Series 66 licenses, along with his California Life, Health & Annuity credentials.
With a strong commitment to education and guidance, Adam specializes in retirement planning and investment management, helping clients build strategies designed to support long-term stability and peace of mind. His approach is rooted in connection—getting to know each client’s aspirations, understanding the “why” behind their goals, and creating a personalized plan that empowers them to focus on their families, careers, and the moments that matter most.
Adam holds a bachelor’s degree from Pacific Lutheran University, where he also played varsity football. His background in teamwork and discipline continues to shape his collaborative approach with clients today.
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. Whether in the office or on stage, Adam is driven by a passion for connecting with people and helping them thrive.
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.
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.
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.
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.
Ready to Take the Next Step?
Contact us today for more information about our services, products or approaches. We'll schedule a meeting that is most convenient and comfortable for you, whether that is in person, virtually or by phone.