
about Shelly Cheng, owner & lead coach
I’m Shelly, and I'm excited to share a bit about my journey and how I can support you in navigating the complexities of business strategy.
With a background in B2B consulting, I've had the privilege of working closely with Retirement Plan Focused Third Party Administrator Leaders, helping them overcome challenges, seize opportunities, and thrive in their roles.
Throughout my career, I've witnessed firsthand the dedication and resilience of TPA leaders like yourself. From maintaining plan compliance to fostering strong partnerships, I understand the unique challenges and aspirations of the retirement industry.
But beyond my professional journey, I'm also fortunate to share my life with my husband Julian and our beloved dog, Stitch. They bring joy, balance, and perspective to my work, reminding me of the importance of connection, laughter, and companionship.
At Embrace Change, my mission is simple: to empower you to embrace change with confidence and resilience. Through personalized coaching sessions, I'll work with you to develop practical strategies and actionable solutions that drive growth and success.
Bachelor of Science in Business Administration, International Business earned from California State Polytechnic University, Pomona
Series 65 | Series 6 | Series 63 | Securities Industry Essentials | CA Life Insurance License
Member ASPPA (American Society of Pension Professionals and Actuaries) + NAPA (National Association of Plan Advisors)
Strategic Partner WIPN (Women In Pension Network)

Are you ready to embark on this transformative journey?