I’m Daniel Zajac
CFP®, EA
I write, talk, and teach about equity compensation and employee stock options in a way that is easy to understand.
“I love educating, teaching, and consulting on all things equity compensation.”
~Daniel Zajac, CFP®, EA
Equity compensation is complicated.
And people have questions. As someone who’s worked with hundreds of equity-compensated individuals, I’m uniquely qualified to speak on the topic.
I’ll help your audience better understand the ins and outs of RSUs, ISOs, ESPPs, NQSOs, tax strategies, and more — so they better understand and feel more confident in their decisions.
Hire me to help.
If you’re looking to hire the “OG” equity compensation blogger with experience speaking to small and large groups about “all things” equity compensation, I’m the guy.
Working with organizations to deliver personalized keynotes, informational webinars, or simply help their executive team better understand their full financial options is my passion.
For Employers
Help your employees, especially top earners, understand their equity compensation
For Professional Associates
Give conference attendees actionable guidance on complex finance topics
Consulting
Get personalized insight and direction from an industry expert.
Past Speaking Topics
Maximizing the Value of Your ISOs
Content tailored to financial advisors on how to approach equity compensation with their clients, and strategies and topics of exploration to consider
An Introduction to Employee Stock Options & Equity Compensation
The basics of RSU, ESPP, ISO, and NQSO, including grant, vesting, taxation, and expiration
Advance Planning for Equity Compensation
Moving past the basics, we cover advance planning ideas to consider in high income tax years
More than Just a Passion
As a writer, speaker, financial advisor, and managing partner at a firm I helped found, I’m dedicated to educating executives about employee stock options, restricted units, and other forms of equity compensation planning.
Whether I’m speaking to company founders, Section 16 officers, financial colleagues, employees, retirees, or others, I believe anyone can learn how to make informed decisions about equity compensation. Bringing clarity to conversations about both pre-IPO and publicly traded forms of equity compensation is more than just a passion.
Excellence in Financial Advising Since 2004
In 2004, I became a financial advisor and have been a CERTIFIED FINANCIAL PLANNER™ professional since 2007 as well as an IRS Enrolled Agent (EA). Many of my clients needed help managing their equity compensation, and I built a niche in offering practical experience and plain-spoken advice on the subject to business owners and employees alike.
A Lifelong Teacher and Student at Heart
A lifelong teacher and student at heart, I’m licensed to provide continuing education (CE) learning for CFP® practitioners. I’ve presented at Financial Planning Association events held nationwide, consulted with E-Trade (since acquired), Morgan Stanely, Columbia Threadneedle, and appear regularly on MyStockOptions.com. Supplementing my own blog on equity compensation, my articles, insights, and commentary are frequently cited in a variety of national financial forums and news outlets, including Forbes, Barron’s, Kiplinger, CNBC, and Kitces.com.
Time & Financial Freedom
Outside of work, I’m described as a devoted father, husband, Ironman athlete, reformed soccer player, and multiple marathon finisher. “I’m most energized when I am able to help others find the time and financial freedom to do the same.”
