CFP

    Da-zha Jones

    Financial Advisor

    Capitalwize LLC
    Charlotte, North Carolina11 years experienceNo minimum minimum

    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 als...

    Areas of focus

    Tax PlanningFinancial PlanningRetirement Planning

    Credentials & background

    Designations

    CFP

    Licenses

    Series 65Series 63SIESeries 7

    Education

    Masters of Science in Financial Planning University of Georgia (2020)

    Clients served

    Business OwnersBusinesswomen1st Generation Americans

    Registered in

    North Carolina

    The firm

    Capitalwize LLC