Financial Planning + Investments

Aysha Ballis, M.S., CFP®

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Aysha Ballis, M.S., CFP®

Financial Planner

Aysha received her Master’s degree in financial planning from the University of Georgia and has passed the CFP® Certification Exam. She currently serves a leading role in developing comprehensive financial plans and as a client relationship manager for new clients eligible for our young professional program.

While at UGA, Aysha served as one of the site coordinators for the Volunteer Income Tax Assistance Program and as a financial counselor at UGA’s ASPIRE Clinic. Aysha has also volunteered at The Ark, helping to provide financial education to community members in Athens and has taught financial literacy seminars to teen parents.

In her free time, Aysha enjoys volunteering for the Golden Retriever Rescue of Atlanta and Distinguished Young Women, a national program aimed at encouraging high school girls to realize their full potential and become leaders in their community.

Activities. Affiliations. Accolades.

• National Association of Personal Financial Advisors, Member

Contact Information

• (706) 548-1025

Education + Credentials

University of Georgia
Master of Science - Financial Planning
Bachelor of Science - Consumer Economics


NAPFA Registered Financial Advisor