Shal Yalla,
CRPC®
Virtual Premier Advisor
13901 Conlan Circle
Charlotte,, NC 28277
About me
Background
Your finances should do more than keep up—they should create opportunities. As a Virtual Premier Advisor, I am committed to helping to deliver personalized advice, exceptional service, and tailored financial solutions to help clients confidently navigate their financial journey.
I am a Chartered Retirement Planning Counselor (CRPC®) with experience in the financial services industry since 2005. I work closely with clients to take a comprehensive and strategic approach to helping them achieve their goals—whether that means in helping with growing wealth, planning for the future, or navigating life’s transitions. My approach is grounded in helping to put my clients first by building trust through knowledgeable guidance, thoughtful planning, and the smart use of technology. I take pride in forming long-term relationships and serving as a trusted resource, helping clients make informed decisions that align with what matters most to them.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
