Wealth Development Strategies LLC

Meet Shala L. Walker, CFP®!

Shala joined Wealth Development Strategies as Director of Financial Planning Operations after working in the wealth management industry in various capacities for nearly 15 years.

Ms. Walker is a Houston-area native, graduating from Pearland High School, and earned a B.A. in Finance at Clark Atlanta University. She holds the FINRA Series 7, 63, and 65 licenses, the Certified Financial Planner ™ designation, and she recently completed the Certified Private Wealth Advisor program at Yale University. When Shala isn’t working, she enjoys exercising, traveling & experiencing new restaurants. She also loves sports and truly believes that it is possible to be a Houston Texans fan and a Dallas Cowboys fan.

The process of estate planning can seem overwhelming, however it is not something to put off. Here are some estate planning tips to ensure your money goes where you have intended. When you're ready to discuss your plan and options, send me a message. https://www.wealthdevelopmentstrategies.com/contact

Estate Planning Tips to Keep Your Money in the Family Don't let the inheritance you leave get eaten away by taxes or given to the wrong person.

Meet Our Intern Adel! Adel is a student at the University of Houston majoring in Finance (specialization in Personal Financial Planning) with a minor in Spanish for the Global Professions. At Wealth Development Strategies, she does a variety of tasks, including shadowing client meetings, supporting the completion of financial planning documents, and researching new resources and online tools that can help enhance our financial planning process and organization. When Adel is not at work, she enjoys going on dates with her boyfriend, watching Netflix, and planning for future goals and trips. Adel is such an asset to our team!