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 employee stock options with my free ebook, including:

  • The key differences between non qualified and incentive stock options
  • 6 strategies to exercise your employee stock options
  • Everything you want to know about incentive stock options
  • What you need to know about the alternative minimum tax
  • How to integrate employee stock options into your retirement plan

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

My firms 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.

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