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Damefender Financial Partners
Zahya Beall
FINANCIAL_ADVISORS
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.
Zahya Beall
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.
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.
Beyond financial planning and investment experience, the team brings personal, real-life experience in caring for aging parents.
Long Term Care
Wealth & Asset Management
Tax Strategy & Planning
Financial & Retirement Planning
Investment Management
Insurance
Certified Investment Management Analyst (CIMA®)
Accredited Asset Management Specialist (AAMS®)
Series 7 Licensed
Series 66 Licensed
Life Insurance Licensed
Yes! We offer a complimentary discovery meeting to learn about your family’s financial goals before designing a customized strategy.
We believe in full transparency, letting clients know our fees upfront. We work as both a flat-fee and fee-only advisor, depending on the services delivered. We charge a flat-rate for assets we manage with no incentives tied to individual products.
