DJ
Da-zha Jones
Charlotte, NC
Verified Identity
Capitalwize LLC
Years of Experience
11 years
Member Since
2023
Allow Me to Introduce Myself
Da-zha Jones is a CERTIFIED FINANCIAL PLANNER and financial coach committed to bringing generational wealth within reach. As a Money Strategist and Financial Planner, she will help you organize your finances and make decisions with your money that will enable you to reach your life goals. She'll als...
Clientele
Business Owners
Businesswomen
1st Generation Americans
Services Provided
Tax Planning
Estate Planning Strategies
Financial Planning
Retirement Planning
Credentials and Designations
Certified Financial Planner™
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Master of Science in Financial Planning
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Education
University of Georgia
Masters of Science in Financial Planning
Obtained in 2020
Disclosures and Proof of License
SEC Profile
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