About Da-zha
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.
Areas of focus
Credentials & background
Designations
Education
University of Georgia
Clients served
Regulatory
- Firm CRD #288124
The firm
Being a financial advisor for over a decade, our founder realized the financial planning and investment management industry wasn’t designed for the modern millennial. The person who is ambitious, thriving, enjoys life and wants a financial plan that can meet them where they are, instead of telling them to penny pinch their way to wealth. Our clients are intelligent, ambitious and educated, They’ve made some good decisions but are trying to put it all together in a way that gives them confidence to know they are making the right moves. That is why we created Capitalwize. Lead by our Founder, George, we aim to provide an experience that you don’t typically see in the financial planning industry. If you join us, you’ll see exactly what we mean. We operate as the Financial CEO for our clients, coordinating all the members of your financial team on one accord. You can learn more about our process here.
1100 Peachtree St. NE STE. 200 Atlanta, GA 30309