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Rosa S
CFP®, Series 63, Series 65
St. Augustine Beach, FL
Tucker Asset Management LLC
Rosa Shala is a CFP® professional with eight years of industry experience, currently serving as an advisor at Tucker Asset Management LLC. She previously worked at Wealth Watch Advisors, LLC and Sound Income Strategies, LLC. In addition to her advisory role, she owns Shala Financial, where she acts as an independent insurance agent specializing in fixed and indexed annuities and fixed insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent advisers. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments and model portfolios.
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