DAMEfender Financial Partners | Zahya Beall, AAMS®, CIMA®
Zahya is the Founder & Owner of Damefender Financial. As a Certified Investment Management Analyst (CIMA®) and Accredited Asset Management Specialist (AAMS®), her focus in partnering with you is on education. A large part of this is breaking down the confusing concepts that are pervasive in the investment and wealth management industry, and turning them into digestible takeaways that you can act on.
With over 20 years’ experience, she got her start in financial services in 2004 working in a financial advisor’s office to pay for college. Upon graduating University of Pennsylvania, she spent four years working inside the life insurance operation at Lincoln Financial before being recruited to work at one of the largest investment firms in the world, Legg Mason Global Asset Management (now Franklin Templeton). During almost a decade there, she served in many roles, most relevant of which as an Investment Spokesperson; conducting over 300 investment workshops for financial advisors in three years.
In 2018 she transitioned from coaching other financial advisors on helping their clients, to building a practice of her own. Many of the clients are female bosses both outside and inside the home, as well as the men who love them.
Outside of work, Zahya lives in Stamford, CT with her husband, Joel, and their little rescue dog, Bruiser.
Service Area
Serving all of Connecticut.
For more information, call or email Zahya at (203) 554-0254 or at z@damefender.com, or visit damefender.com