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