Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Meet The Team

Shala Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Rosa Shala, CFP® Founder

Rosa Shala has helped families work toward 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 she focuses on building relationships with each and every client.

A graduate of Barnard College at Columbia University, Rosa holds her B.A. in economics. She has earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and she has passed the Series 65 securities exam. She also holds her life and annuity insurance licenses.

Rosa is highly involved in several industry organizations, including the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). She is also a member of the National Association for Female Associates as well as Toastmasters International. She frequently hosts informational workshops on retirement topics and has been featured in Forbes and The Women’s Journal.

Rosa and her husband have been married for nearly four decades and have three amazing children, one son-in-law and a beautiful granddaughter. Away from work, she loves spending time with family, traveling, reading, running and serving in her church.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 352.207.7920.