Shelly Cheng is a Financial Advisor at Stone Kimbro. Specializing in qualified retirement plans for 401(k) and 403(b)’s, Shelly is dedicated to helping clients achieve their financial goals. Known for a hands-on approach, she excels at assessing client needs and crafting tailored financial solutions. Shelly joined Stone Kimbro in 2024 and holds several professional qualifications, including Series 6,63,65 and CA Life Insurance License. She graduated from California State Polytechnic University with a degree in Business Administration – International business, equipping her with a solid foundation in business principles. Passionate about client advocacy, Shelly actively supports empowerment and financial security. This commitment to service is evident in her approach to financial advising, ensuring that clients receive the attention they deserve. With more then 10 years of experience collaborating with human resources and specializing in the financial sector, Shelly is dedicated to providing peace of mind and financial security for her clients. As a financial advisor, she is committed to helping clients achieve their financial goals through personalized strategies and a deep understanding of their unique needs.