Daniela Jones, CFA®, CFP®
Position: Partner, Vice President, Financial Life Planner
Phone: (480) 924-5613
As a CERTIFIED FINANCIAL PLANNER™ professional and CFA® charterholder, Daniela’s main focus is working with new and existing clients to achieve their financial planning and investment goals.
She is a member of the CFA Society Phoenix.
Daniela graduated Suma Cum Laude from Saint Mary’s College, Notre Dame, Indiana, with a Bachelors of Business Administration and concentrations in Finance, Marketing, and International Business.
Prior to joining Intrinsic Wealth Counsel, Inc., she was a wealth manager with Barnes Investment Advisory, Inc., a Phoenix-based registered investment advisory firm. She was with Barnes Investment Advisory, Inc. from May 2005 through January 2017.
Daniela enjoys spending time with her husband and three children. She is an active member of her church and volunteers regularly in the children’s nursery.