Daniela Jones, CFA®, CFP®
Position: Partner, Vice President, Financial Life Planner
E-mail: daniela@intrinsicwc.com
Phone: (480) 924-5613
Biography
Daniela is a CERTIFIED FINANCIAL PLANNERTM practitioner and CFA® charterholder. She is a Partner at Intrinsic Wealth Counsel, Inc. Her main focus is working with new and existing clients to create and maintain their life plans, helping them put their dreams in motion.
She is a member of the CFA Society Phoenix and the Financial Planning Association of Greater Phoenix.
Daniela graduated Magna Cum Laude from Saint Mary’s College, Notre Dame, Indiana, with a Bachelor 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 trying to keep her three young children alive. Although originally from Romania, it has been over 35 years since she’s been back and hopes to cross this off her bucket list someday soon.
