AeroLeads people directory · profile
Shala L. Walker, Cfp® Email & Phone Number
Sr. Marketing and Account Executive
at
Mar Vista Investment Partners, LLC
1 work email found
@merceradvisors.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Marketing and Account Executive
Location
Houston, Texas, United States
Company size
Who is Shala L. Walker, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Shala L. Walker, Cfp® is listed as Sr. Marketing and Account Executive at Mar Vista Investment Partners, LLC, a with 10 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at merceradvisors.com and a matched LinkedIn profile for Shala L. Walker, Cfp®.
Shala L. Walker, Cfp® previously worked as Director of Financial Planning at Wealth Development Strategies, Llc and Private Wealth Advisor at Corient. Shala L. Walker, Cfp® holds Financial Planning from Rice University.
Company email context
Email format at Mar Vista Investment Partners, LLC
This section adds company-level context without repeating Shala L. Walker, Cfp®'s masked contact details.
*@merceradvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Shala L. Walker, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Shala L. Walker, Cfp®
Shala L. Walker, Cfp® is a Sr. Marketing and Account Executive at Mar Vista Investment Partners, LLC. She possess expertise in series 7, certified financial planner, series 63, series 65.
Listed skills include Series 7, Certified Financial Planner, Series 63, and Series 65.
Current workplace
Shala L. Walker, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mar Vista Investment Partners, Llc
9 roles
Shala L. Walker, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Financial Planning
Current
Jun 2024 - Present
Oct 2019 - Jan 2024
Associate Vice President And Wealth Strategist
Jul 2018 - Oct 2019
Aug 2016 - Jun 2018
Financial Planning Specialist
With the Clarity Group, I meet with clients to fully understand their situation and build comprehensive financial plans that analyze their current situation, create a visual roadmap to their financial goals and provides peace of mind. I focus on creating strategies for retirement planning, family wealth/estate planning, & education planning as well as aspects related to the tax implications of the aforementioned categories.
Aug 2014 - Aug 2016
Wealth Advisory Associate
Partnered with high net worth financial advisors across 3 Houston offices to provide expert advice & comprehensive financial plans to their clients. Focused on areas of estate planning, retirement planning, tax planning, education planning and other financial needs while keeping client's best interest primary.
Mar 2013 - Aug 2014
Investment Consultant
Met with clients daily to discuss their investment portfolios and retirement planning strategies. Through consultative techniques I gained a better understanding of each client's financial goals and full situation. Depending on the situation, a recommendation was made involving a combination of stocks, mutual funds, ETFs, managed accounts, annuities, etc.
Dec 2011 - Mar 2013
Premium Relationship Associate
Dec 2010 - Dec 2011
Team & coworkers
Colleagues at Mar Vista Investment Partners, LLC
Other employees you can reach at marvistainvestments.com. View company contacts for 10 employees →
KC
Kathleen Carlson Von Schlegell, Iaccp®
Colleague at Mar Vista Investment Partners, LlcLos Angeles, California, United States
View →
CT
Cassie Thomas
Colleague at Mar Vista Investment Partners, LlcHopkins, Minnesota, United States
View →
SE
Shawn Elliott
Colleague at Mar Vista Investment Partners, LlcMinneapolis, Minnesota, United States
View →
BC
Brooke Clements
Colleague at Mar Vista Investment Partners, LlcHopkins, Minnesota, United States
View →
HB
Heather Blomgren
Colleague at Mar Vista Investment Partners, LlcOsseo, Minnesota, United States
View →
Kathleen Carlson Von Schlegell, Iaccp®
Colleague at Mar Vista Investment Partners, LlcLos Angeles, California, United States
View →
CT
Cassie Thomas
Colleague at Mar Vista Investment Partners, LlcHopkins, Minnesota, United States
View →
SE
Shawn Elliott
Colleague at Mar Vista Investment Partners, LlcMinneapolis, Minnesota, United States
View →
BC
Brooke Clements
Colleague at Mar Vista Investment Partners, LlcHopkins, Minnesota, United States
View →
HB
Heather Blomgren
Colleague at Mar Vista Investment Partners, LlcOsseo, Minnesota, United States
View →
3 education records
Shala L. Walker, Cfp® education
Financial Planning
Rice University
Bachelor’S Degree, Finance
Clark Atlanta University
Education record
Clark Atlanta University
FAQ
Frequently asked questions about Shala L. Walker, Cfp®
Quick answers generated from the profile data available on this page.
What company does Shala L. Walker, Cfp® work for?
Shala L. Walker, Cfp® works for Mar Vista Investment Partners, LLC.
What is Shala L. Walker, Cfp®'s role at Mar Vista Investment Partners, LLC?
Shala L. Walker, Cfp® is listed as Sr. Marketing and Account Executive at Mar Vista Investment Partners, LLC.
What is Shala L. Walker, Cfp®'s email address?
AeroLeads has found 1 work email signal at @merceradvisors.com for Shala L. Walker, Cfp® at Mar Vista Investment Partners, LLC.
Where is Shala L. Walker, Cfp® based?
Shala L. Walker, Cfp® is based in Houston, Texas, United States while working with Mar Vista Investment Partners, LLC.
What companies has Shala L. Walker, Cfp® worked for?
Shala L. Walker, Cfp® has worked for Mar Vista Investment Partners, Llc, Wealth Development Strategies, Llc, Corient, Mercer Advisors, and Alliantgroup.
Who are Shala L. Walker, Cfp®'s colleagues at Mar Vista Investment Partners, LLC?
Shala L. Walker, Cfp®'s colleagues at Mar Vista Investment Partners, LLC include Kathleen Carlson Von Schlegell, Iaccp®, Cassie Thomas, Shawn Elliott, Brooke Clements, and Heather Blomgren.
How can I contact Shala L. Walker, Cfp®?
You can use AeroLeads to view verified contact signals for Shala L. Walker, Cfp® at Mar Vista Investment Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Shala L. Walker, Cfp® attend?
Shala L. Walker, Cfp® holds Financial Planning from Rice University.
What skills is Shala L. Walker, Cfp® known for?
Shala L. Walker, Cfp® is listed with skills including Series 7, Certified Financial Planner, Series 63, and Series 65.
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