CT
Financial Services
Zahya Beall
Damefender Financial Partners
Why tendercare trusts Zahya
Vetted April 2025 · Verified MemberAbout Zahya Beall
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! 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.
