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

CFP®

Certified Financial Planner™

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MSFP

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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