Aysha Ballis (CFP®, MS)

Aysha Ballis focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Our team consists of talented, educated, and conscientious individuals who, every day, work to optimize the goal attainment + financial life plans of our clients. As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management.

Having three tenured faculty members of the financial planning program at The University of Georgia as members of our professional team, we have a natural knowledge-base and skill-set in working with university faculty, staff, and administrators. 

Our team also specializes in retirement income distribution planning and helping individuals and couples successfully plan for, and transition into, retirement. Our investment management services are provided within the framework of sophisticated tax planning and ongoing academic research.

Additional Information

Aysha completed her master’s degree in financial planning from the University of Georgia’s Financial Planning program, which is widely recognized as one of the top programs in the nation. Aysha has served the local community by providing financial education to community members at The Ark as well as financial literacy seminars to teen parents. She also served as a financial counselor at the ASPIRE Clinic and worked as a site coordinator with the Volunteer Income Tax Assistance Program. Aysha currently volunteers with a Golden Retriever Rescue and Distinguished Young Women, a program aimed at helping young women become leaders in their community.

Outside the office, Aysha enjoys reading, taking her two dogs for long walks, and checking off destinations from her “Scratch Your Travels” map.

NAPFA Start Date

March 27, 2017


This Office

4850 Tamiami Trail North, Suite 301 Naples, FL 34103 Phone: (239) 291-5925

Other Offices

656 Ellis Oak Ave, Suite 114 Charleston, SC 29412 Phone: (843) 483-8349
687 S Milledge Ave Athens, GA 30605-1250 Phone: (706) 548-1025