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Serving families to achieve their financial dreams since 2000

Rosa Shala Rosa Shala           Financial Advisor

 

  • Creating customized portfolios for over 1000 clients
  • Educating and Advising Families through national workshops and individual consulting
  • Assisting Clients with IRA & 401K Rollover Decisions
  • Increasing Clients Net Worth for Retirement without risk
  • Developing Cash Flow Planning
  • College Funding Consultant: a Specialist in an important defining decision
  • Getting Students to the Best Fit Colleges at an affordable cost
  • Providing College Funding Strategies
  • Passionate about the College Process through her personal experience with three children

ASSOCIATIONS

 

  • Insurance License: FL, NY, MI, NC, TX
  • National Association of Insurance & Financial Advisors
  • National Association for Female Associates
  • Toastmasters International Competent Communicator & Competent Leader
  • Million Dollar Round Table (MDRT) Member

EDUCATION

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

 

 

NAIFA Code of Ethics

PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:

  To help maintain my clients’ confidences and protect their right to privacy.

•  To work diligently to satisfy the needs of my clients.

•  To present, accurately and honestly, all facts essential to my clients’ financial decisions.

•  To render timely and proper service to my clients and ultimately their beneficiaries.

•  To continually enhance professionalism by developing my skills and increasing my knowledge through education.

•  To obey the letter and spirit of all laws and regulations which govern my profession.

•  To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.

•  To cooperate with others whose services best promote the interests of my clients.

•  To protect the financial interests of my clients, their financial products and my profession, through political advocacy

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