Daniela Jones, CFA®, CFP®
Position: Partner, Vice President, Financial Life Planner
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. Originally from Romania, this past summer Daniela got the chance to finally go back and visit her home town, after almost 37 years of being away!
A Favorite Quote
“All we have to decide is what to do with the time that is given us”
– Gandalf