Shala Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

320 High Tide Dr Ste 101, Saint Augustin...

Phone Number

(352) 207-7920

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Shala Financial

Shala Financial empowers individuals through life transitions by providing tailored financial strategies for retirement. The company offers a range of investment and insurance products and services aimed at helping clients address their financial needs and concerns. Their primary clients include individuals approaching retirement and those seeking guidance for better financial planning. Shala Financial emphasizes a three-step process of dreaming, planning, and enjoying a secure retirement.Explore more
Shala Financial's Social MediaPopular SearchesShala Financial LLCRosa Shala CFP, Retirement ConsultantShala FinancialShalafinancialSIC Code 62,628NAICS Code 52,523Show more

Shala Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shala Financial

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2013
<$5M
1-10
Private
-
2011
CM
Chad MichaelsChief Investment Officer
<$5M
1-10
Private
<$5M
2017
MA
Mary AllenManager, Operations
<$5M
1-10
Private
-
2008
RK
Roland KljunichPresident & CEO
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2000
WR
William RolinFounder & CEO
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Shala Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shala Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shala Financial.

Shala Financial Tech Stack

A closer look at the technologies used by Shala Financial

Shala Financial News & Media

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Frequently Asked Questions Regarding Shala Financial

What is Shala Financial's official website?
Shala Financial's official website is www.shalafinancial.com
What is Shala Financial's Revenue?
Shala Financial's revenue is <$5 Million
What is Shala Financial's SIC code?
Shala Financial's SIC: 62,628
What is Shala Financial's NAICS code?
Shala Financial's NAICS: 52,523
How many employees does Shala Financial have?
Shala Financial has 1-10 employees
What industry does Shala Financial belong to?
Shala Financial is in the industry of: Finance, Insurance, Securities Trading
What is Shala Financial competition?
Shala Financial top competitors include: Eissman Wealth Management, WilLo Financial Group, Spyrnal Wealth Management, Retirement Income Planning
What technology does Shala Financial use?
Some of the popular technologies that Shala Financial uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Shala Financial?
Shala Financial contact info: Phone number: (352) 207-7920 Website: www.shalafinancial.com
What does Shala Financial do?

Shala Financial empowers individuals through life transitions by providing tailored financial strategies for retirement. The company offers a range of investment and insurance products and services aimed at helping clients address their financial needs and concerns. Their primary clients include individuals approaching retirement and those seeking... guidance for better financial planning. Shala Financial emphasizes a three-step process of dreaming, planning, and enjoying a secure retirement.Read More

What are Shala Financial social media links?
Shala Financial Facebook page
Is Shala Financial a public company?
Shala Financial is private company therefore does not currently have an official ticker symbol
See more information about Shala Financial

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