March 14, 2022

Da-zha's Gems: Get Out Of Your Own Way

23 minutes

Da-zha Jones is a CERTIFIED FINANCIAL PLANNER TM and financial coach committed to bringing generational wealth within reach. As a Money Strategist, 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 made it her personal mission to learn as much as she can about money since coming into the financial services industry in 2013. Her experience includes managing investment portfolios and providing holistic financial planning and education for high-net worth clients ranging from $1 to $5 million in investable assets. Currently, she is the Senior Financial Planner to a group of First Generation Millionaires at Capitalwize, a financial planning firm. She is also the Founder of Guided to Wealth, a financial success firm that serves people through financial coaching and financial education. 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. Da-zha currently resides in Charlotte, North Carolina.

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