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Da-zha Jones | Financial Advisor

Profile img for Da-zha Jones, financial advisor at Capitalwize LLC
Charlotte, NC
Da-zha Jones
Financial Advisor
Capitalwize LLC

Verified Identity

Important Disclosures

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 also help you unlock your full financial potential by changing your relationship with money through a personalized strategy that makes sense. Da-zha started her career in the financial services industry in 2013. Her experience includes managing investment portfolios, providing holistic financial planning, and education for high-net worth clients and small business owners. Currently, she is the Senior Financial Planner to a group of First Generation Millionaires at Capitalwize, a financial planning firm. Da-zha is a graduate of the University of Georgia where she received her Masters of Science in Financial Planning. She is also an Accredited Financial Counselor (AFC¨). She is a financial planner/ coach who acts as a fiduciary legally obligating her to act in the explicit best interest of her clients.
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Clientele

3
Business Owners
Businesswomen
1st Generation Americans

Credentials and Designations

2
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Certified Financial Planner™

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Master of Science in Financial Planning

Education

1
University of GeorgiaMasters of Science in Financial PlanningYear Obtained: 2020
Quick Facts About Da-zha
Years of Experience:11 yearsMember since:2023

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Proof of License

SEC Profile
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