Shelly Fogel

Financial Advisor

Shelly is a 1995 graduate of the University of Cincinnati with a degree in Economics and Spanish. Before graduating, she resided in Alcala de Henares, Spain to learn the language and complete her study abroad program. In 1996 she began her career as a financial advisor and later gained her Chartered Mutual Fund Counselor... show more

LPL Financial

Shelly Fogel's Knowledge

SPECIALTIES

Annuities

Asset Management

College Planning

Comprehensive Financial Planning

Estate Planning

Life Insurance

Long-Term Care

Retirement Planning

Tax Planning

EDUCATION

University of Cincinnati

Chartered Mutual Fund Counselor

CDFA from the Institute for Divorce Financial Analysts

ACCOMPLISHMENTS

2 Languages English, Spanish

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Contact Shelly Fogel

[email protected]

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513-914-0161

1513 Race Street

Cincinnati, OH 45202

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