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Zahya Beall, AAMS®, CIMA®

Zahya Beall, AAMS®, CIMA®

Financial Planner

Are you looking for a guide to show you the way to more confidence and certainty in how you're handling your money? As a Certified Investment Management Analyst (CIMA®) and Accredited Asset Management Specialist (AAMS®), my 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 industry, and turning them into digestible takeaways that you can act on.

I got my start in the business in 2004 working in a financial advisor's office to pay for my senior year at the University of Pennsylvania. Upon graduation I 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. During almost a decade there, I served in many roles, most relevant of which as an Investment Spokesperson; conducting over 300 investment workshops in 3 years around the country.

In 2018 I transitioned from coaching other financial advisors on how to help their clients, to building a practice of my own. Many of my clients are female bosses both outside and inside the home, as well as the men that love them. Our goal is simple: to help write a plan towards reaching your goals, whatever they may be - retirement, life insurance, sending children to college without debt, purchasing a home, you name it. The focus is on what's most important to you and arming you with the education, tools, and software to obtain it. Ultimately giving you more confidence and certainty that your money is working for you.

Outside of work, I live in Stamford, CT with my husband Joel and my rescue dog, Bruiser.

Get to Know Zahya...

Favorite part about working at Moneco: Having the freedom to serve clients in a way that's tailored to them, as well as sitting down the hall from some of the best and most experienced minds in the business

Favorite thing to do outside of work: Spending time with friends and family, being outside, sailing, and reading about history

What I enjoy most about what I do: Watching the transformation that takes place in people's lives. When a client tells me how much of an impact our work has made on them and their family. It doesn't get any better than that.

Biggest challenge: Not enough time in the day


Quotation: "When you have decided what you believe, what you feel must be done, have the courage to stand alone and be counted" - Eleanor Roosevelt

Vacation: Anywhere on a beach

TV Show: Bravo Network

Sports Team: The PGA Tour, University of Pennsylvania Softball, and Saucon Valley High School Field Hockey