Rosa Shala

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 over four decades and have three amazing children, one son-in-law and two beautiful granddaughters. Away from work, she loves spending time with family, traveling, reading, running and serving in her church.


  • Certified Financial Planner™ (CFP®)
  • Series 65 Securities
  • Life & Annuity Insurance Licensed
  • Million Dollar Round Table (MDRT)


  • Financial Services
  • Retirement Planning
  • Insurance Services
  • Estate Planning

Rosa Shala

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