CT
Financial Services
Zahya Beall
Damefender Financial Partners
Why tendercare trusts Zahya
Vetted April 2025 · Verified MemberAbout Zahya
Beyond the resume
I'm the oldest daughter of six and a first generation college grad/Ivy League Division I athlete... which is to say that I'm slightly competitive. I bring that same work ethic and determination to partnering with the families with whom we work.
Damefender Financial Partners is a full service wealth planning firm, offering guidance in the areas of investments, taxes & estate planning, and insurance. The “Dame” harkens to our mission; helping “working daughters” navigate the balance between family, work, and aging parents.
Beyond financial planning and investment experience, the team brings personal, real-life experience in caring for aging parents.
Licenses & Accreditation:
Certified Investment Management Analyst (CIMA®)
Accredited Asset Management Specialist (AAMS®)
Series 7 Licensed
Series 66 Licensed
Life Insurance Licensed
tendercare Trusted Network member
Services
Long-term care budgeting
Retirement & investment planning
Social Security & pension guidance
Tax-efficient withdrawal strategies
Navigating insurance options (like long-term care insurance)
Preserving assets for future generations
Specialties
Long Term Care
Wealth & Asset Management
Tax Strategy & Planning
Financial & Retirement Planning
Investment Management
Insurance
Service Area
FAQs
Yes! It offers a complimentary discovery meeting to learn about your family's financial goals before designing a customized strategy. Being introduced through the tendercare Trusted Network carries no charge for families. Damefender Financial Partners brings 21+ years of experience to families in Connecticut.
Damefender Financial Partners believes in full transparency, letting clients know its fees upfront. It works as both a flat-fee and fee-only advisor, depending on the services delivered, and charges a flat rate for assets it manages with no incentives tied to individual products.
Damefender unites investments and long-term care planning so families get one aligned strategy instead of working with two advisors separately, and its team brings personal, real-life experience caring for aging parents. This is part of the financial and insurance planning Damefender Financial Partners offers families in Connecticut.
Damefender Financial Partners works with families nationwide, so location is not a barrier to getting started. Financial and insurance planning is delivered remotely rather than tied to a single territory.
Credentials on file for Damefender Financial Partners include Certified Investment Management Analyst (CIMA®), Accredited Asset Management Specialist (AAMS®), Series 7 Licensed, Series 66 Licensed, and Life Insurance Licensed. The practice has 21+ years in the field. Damefender Financial Partners has completed background check verification through the tendercare Trusted Network vetting process.
