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About Us

ROSA SHALA headshot

ROSA SHALA

FOUNDER

Rosa Shala has been helping families to better achieve their financial dreams since 2000. She primarily focuses on assisting people through purpose-based investing, creating lifetime income and leaving a legacy of wealth and wisdom for their loved ones. Rosa is passionate about helping people prepare for retirement and educating them on available retirement rollover options.

Professional Licenses & Affiliations

•     Series 65 Uniform Investment Advisor Law Exam
•     Insurance licenses 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