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Rosa Shala

Founder

Rosa Shala is the founder of Shala Financial, LLC and has been helping families better achieve their financial dreams since 2000. She primarily focuses on assisting people, through purpose- based investing, in creating lifetime income and leaving a legacy of wealth and wisdom for those they care about. Preparing people for retirement and educating them about the available retirement rollover options is Rosa’s passion.

PROFESSIONAL LICENSES & AFFILIATIONS

  • Series 65 Uniform Investment Advisor Law Exam
  • Insurance licensed in FL, NY, MI, and NC
  • National Association of Insurance & Financial Advisors
  • Toastmasters International Competent Communicator & Competent Leader
  • National Association for Female Associates
  • Million Dollar Round Table (MDRT) member

EDUCATION

  • Barnard College, Columbia University, NY, B.A. in Economics

Our Services

Retirement Income Strategies

Financial Planning

Investment Management

Social Security Maximization

Life Insurance

Legacy Planning

IRA/401k Rollover

Annuities for Retirement Income

Fixed Indexed Annuities

Contact Us

Contact

320 High Tide Drive
St. Augustine Beach, Florida 32080


Phone: 352-207-7920

Toll-Free: 888-887-4252

Fax: 888-879-6044

Email: rosa@shalafinancial.com

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