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.
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.
Wealth Watch Advisors
INVESTMENT ADVISORY FIRM
Wealth Watch Advisors is a discretionary, fee-based money management firm providing financial guidance services to clients through their nationwide network of Investment Advisory Representatives and Registered Investment Advisory Firms.
Through customized strategies and a focus on consistent client/advisor communications, their goal is to help clients overcome many of the typical obstacles to proper planning, and achieve greater success with their investments.
To learn more, visit wealthwatchadvisors.com.
James Jurica, CFP® CHFC® CLU® RICP® AEP®
WEALTH WATCH ADVISOR’S DIRECTOR OF ADVISOR DEVELOPMENT
James has worked in the financial services industry his entire professional career starting right out of college. He has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients’ portfolios while still achieving the returns needed to accomplish the objective of the client.
James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, Retirement Income Certified Professional RICP®, and Accredited Estate Planner AEP®.
James is married to his wonderful wife Abbey, and they have a 1 year old son together and enjoy spending time at the lake together.
READY TO TAKE
THE NEXT STEP?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
Or give us a call at 352.207.7920.
