1 Garfield Circle,
Founder & LPL Financial Advisor
After earning her Bachelor of Science in Business Administration from Boston University, Sarin started her career as a Financial Advisor with Ameriprise Financial. Frustrated with the struggle between what management wanted her to do and what was in the best interest of her clients, Sarin decided to go independent and join LPL Financial in 2009. This transition allowed her to serve as a trusted advisor who clients can turn to for objective guidance and advice. As an independent advisor, Sarin could put her clients and their needs first.
Since 2005, Sarin has been helping clients define and pursue their financial goals. She believes that the most effective way to make a true impact on her clients' finances is to build long-term relationships. A cornerstone of the SMB Client Service model is open communication based on objectivity and trust. Sarin's consultative approach encourages her clients to be an active participant in the financial planning process, to build on their experience and judgement, and supply them with the knowledge they need to make important, informed decisions.
Contributing to the Women in Finance movement - not just financial literacy and advocacy, but also encouraging more women to join the male dominated industry is a cause that Sarin is very passionate about. She has partnered with LPL's Diversity & Inclusion team as well as her alma mater, Boston University, to work on different initiatives with this goal in mind.
Out of the office, Sarin and her husband, Albert, are busy keeping up with their sons, Samuel and Christian. As a family, they enjoy traveling, biking and dance parties.
Client Service Associate
I am thrilled to be the friendly face you see when you walk into the SMB office!
Prior to joining SMB Financial Strategies, LLC, I worked as an Office Manager for a pest control company where I was responsible for day-to-day operations, the schedule of 7 technicians and servicing a data base of 20,000 clients. But my favorite part of the job was the client interactions. I truly enjoy meeting people and learning about different backgrounds!
I graduated from University of Massachusetts Boston with a Bachelor of Arts in Psychology. I worked as a full-time nanny while completing my degree and loved every minute of it!
When I’m not at work, I am spending time with my family and friends, and our dog Penny. I am a lover of traveling, King Charles Cavaliers Spaniels, and makeup artistry.
Chief Financial Officer
The Chief Financial Officers at CFO Solutions are LPL employees who analyze operations, assess needs, and create a strategic plan to meet business objectives and future goals. In her role as CFO, Shelley provides actionable insights based on financial analysis and strategic planning.
Shelley has over 13 years of experience in the financial services industry. She started her career in the Private Banking and Investment division at Merrill Lynch working directly with ultra-high net worth clients as a resource for their unique and complex financial needs. She later transitioned into the Advisory division where she was a Financial Advisor and Wealth Management Specialist focused on financial planning.
Shelley earned her Bachelor of Science in Business Administration from the Moore School of Business at the University of South Carolina. She completed the Certified Financial Planner Program at Queens University and holds her FINRA Series 7, 63 and 65 licenses. She also maintains North Carolina Life and Health Insurance designations.
Shelley grew up in Pawleys Island, SC and currently resides in Charlotte, NC with her husband and two children. She enjoys spending time with her family at the beach and in the mountains doing every outdoor activity you can think of!