Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® Email and Phone Number
Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® work email
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Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® personal email
As the CEO and Financial Coach for Guided to Wealth Planning Group where I assist clients in beginning their journey towards logical financial decisions through coaching and financial literacy. One of my main priorities is helping my clients break the habit of living paycheck to paycheck. I work alongside my clients and help them navigate financial milestones including the home buying process, achieving an excellent credit score, starting an investment portfolio, and becoming debt-free. In addition to my work at Guided to Wealth Planning Group, I currently serve as the Lead Financial Planner at Capitalwize, where I create financial strategies for First Generation Millionaires. The clients I serve are high-income earners with diverse, complex financial planning needs. I offer a unique combination of advanced and creative financial planning strategies to help clients reach financial independence and lay the foundation for establishing their legacy. Finance is a topic that we oftentimes dread, but my approach is rooted in support, authenticity, and empowerment to help you through potential roadblocks. An integral component of my work is ensuring my clients feel more confident and capable in overcoming any barriers to financial success. If you are looking to start your journey to building wealth, I am here to help you learn, plan, and execute better financial decision making. For additional information about my work please visit: https://www.guidedtowealth.com
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Director Of Financial PlanningCapitalwize, Llc Jun 2023 - PresentCharlotte, North Carolina, Us -
Lead Financial PlannerCapitalwize, Llc 2021 - PresentCharlotte, North Carolina, UsAs the Lead Financial Planner, I build financial strategies for our first generation millionaire clients. What makes our firm unique is our approach in which we lead, coordinate, and direct our client’s complete financial team from CPA’s to legal professionals and mortgage brokers. The goal at Capitalwize is to take a thorough approach in walking hand and hand with our clients to help them achieve financial independence and legacy. -
Ceo | Financial CoachGuided To Wealth Planning Group 2021 - PresentMy firm’s top priority is to assist clients in creating healthier habits as it relates to money. At Guided to Wealth, our values are rooted in absolute integrity and establish open, honest, and genuine interactions with all those we serve. As a Financial Coach, I provide 1:1 coaching that promotes accountability and strategy resulting in long-term improved financial plans along with courses and workshops that are customized to address the unique needs of my clients. -
Senior Financial AdvisorVanguard 2019 - 2021Valley Forge, Pa, UsAs a Senior Financial Advisor, I successfully managed a book of approximately 200 high-networth clients with diverse financial planning needs through quarterly checkpoint reviews and effective relationship building. During my time in this role, I led hundreds of clients to financial freedom by providing education on financial literacy. As a result of my work and executing effective tax planning strategies, I was able to help my clients achieve six figure tax savings. Highlights of my contributions include: -Developed tailored strategies for various client personas and financial backgrounds with an in-depth knowledge of financial markets and Vanguard’s investment philosophy-Served as a mentor and coach for less tenured financial advisors focusing on personal and professional development opportunities -
Financial Advisor ManagerVanguard Sep 2016 - 2021Valley Forge, Pa, UsIn my role as a Financial Advisor Manager, I identified, recruited, and hired external and internal advisor talent to build a long-term advisor pipeline for Personal Advisor Services. Highlights of my contributions include:-Developed, implemented, monitored goals and action plans for advisors by providing technical support to team and business in all areas of financial planning and strategically managing book of business-Demonstrated and advocated change leadership for team in rapidly evolving business and industry -
Financial AdvisorVanguard May 2015 - Sep 2016Valley Forge, Pa, Us-Developed an in-depth understanding of each client’s financial situation in order to create and deliver a suitable strategy based upon Vanguard’s investment methodology to achieve financial goals-Identified the appropriate risk tolerance, discussed appropriate savings or spending strategies and provided investment education and behavioral coaching through various communication channels to improve the client experience-Analyzed and maintained a working knowledge of current market events and the financial services industry -
Brokerage AssociateVanguard Mar 2014 - May 2015Valley Forge, Pa, Us-Selected for a pilot team focusing on investment discussions about Vanguard’s methodology, building rapport, creating awareness about products and services with clients ranging from novice and sophisticated investors-Presented asset allocation and asset location strategies to clients to illustrate risk/ return tradeoff in current market conditions to align with client investment goals-Educated client on retirement topics including non-deductible and deductible IRA contributions, Required Minimum Distributions, after-tax contributions, and small business solutions with clients-Monitored market and industry news daily to help investors navigate current events and design portfolios -
Investment ProfessionalVanguard Jun 2013 - Mar 2014Valley Forge, Pa, Us-Monitored market and industry news daily to help investors navigate current events and design portfolios-Developed proficient knowledge of Vanguard Funds, products, and service to enhance client interactions-Presented asset allocation strategies to clients to illustrate risk/ return tradeoff in current market conditions
Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® Education Details
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University Of North Carolina At CharlotteAccounting And Finance -
The University Of GeorgiaFinancial Planning And Services
Frequently Asked Questions about Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp®
What company does Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® work for?
Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® works for Capitalwize, Llc
What is Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp®'s role at the current company?
Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp®'s current role is Money Strategist & Coach | Financial Planner.
What is Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp®'s email address?
Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp®'s email address is ms****@****ard.com
What schools did Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® attend?
Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® attended University Of North Carolina At Charlotte, The University Of Georgia.
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