Daniel Zajac, CFP®

Incentive Stock Options and Executive Compensation

Hi, I'm Daniel Zajac, CFP®.

I write about equity compensation and employee stock options in a way that is easy to understand.

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Free Ebook Download

Learn all you ever wanted to know about incentive stock options with my free ebook, including:

  • What is an incentive stock option
  • How your income may impact how valuable your incentive stock options may be
  • How your cash flow may be impacted by a qualifying or a disqualifying disposition
  • How your after-tax value may be impacted by a fluctuating stock price
  • And several strategies to consider for exercising your incentive stock options

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My real passion is helping people who are serious about making great decisions with their money pursue financial success.

My firm’s full-service approach allows us to work with our clients to develop a cost-efficient financial plan, with the appropriate investments, that helps you reach your goals.

A plan that is tax smart, progressive, and targeted towards your personal and family wants and needs.

I’M READY TO GET STARTED!

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About Daniel

Daniel Zajac, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional who writes about equity compensation and employee stock options in a way that is easy to understand.

Contact Daniel

Simone Zajac Wealth Management Group
Whiteland Business Park
740 Springdale Drive, Suite 204, Exton, PA 19341

Phone: (610) 363-1344
Email: daniel@simonezajac.com

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I value your privacy. I will not share your information without your permission. You will receive periodic emails from me and you can unsubscribe at any time.