GOLDEN, CO, February 13, 2012 /Stanford Who’s Who/ — Stanford Who’s Who proudly welcomes Shelley Schlossberg, CFP ® to the distinguished ranks of leading professionals as a result of her phenomenal work in the financial services industry. Throughout her brilliant professional career, Shelley has consistently demonstrated the vision, dedication and diligence necessary to be successful in the business world.
Shelley serves as President of CastleMountain Financial Services Inc., which is a company that offers financial planning and wealth management services as well as investments and insurance products. They are a comprehensive financial services firm committed to helping clients improve their long-term financial success while making the process as easy as possible. The firm thoroughly explores each client’s objectives and preferences, paying specific attention to risk tolerance, time horizon and performance expectations. They then develop investment plans that are tailored to the individual client’s specific needs and goals.
With over 30 years of industry experience, Shelley possesses extensive expertise in wealth management. She is responsible for managing all major aspects of the company as well as overseeing the daily operations. During her collegiate career, Shelley studied Economics at American University. She is a member of the Financial Planning Association.
web feeds
