I’m Daniel Zajac, I’m a CERTIFIED FINANCIAL PLANNER ™ Professional, and I specialize in equity compensation.
#1: Everything you need to know about financial planning, employee stock options, and wealth management will not be on my website.
The answers you seek are closer than you think.
As much as I love writing financial articles and keeping you informed with relevant, comprehensive financial education, I am fully aware that its difficult to beat a phone call when it comes to getting answers about your specific questions, unique concerns, and complicated financial situations.
If you cannot find what you need, feel free to as me a question here.
Or if you want to work with me, schedule an appointment here.
#2: When I say I specialize in equity compensation, I mean it.
I won’t say that I always wanted to be a CERTIFIED FINANCIAL PLANNER ™ Professional when I grew up, but there is certainly something about this job and this industry that fits my personality, my insatiable craving to learn, and my creative problem-solving skills. I graduated from Drexel University in 2004 with a degree in finance, and I went on to earn my CFP® certification, as well as my AIF®, CLU®, and EA credentials.
And I didn’t stop with my certifications. I went on to author and contribute to over 75 articles about employee stock options, retirement planning, tax credits, and more both on this website as well as in publications like MyStockOptions.com, Investopedia, Business Insider, Kiplinger, and Huffington Post.
As a partner and financial advisor at Simone Zajac Wealth Management Group, I have the team, the experience, and the resources to identify, manage, and help address your financial questions.
#3: I love financial planning—so you don’t have to.
You don’t have to love financial planners—or financial strategies—to love what they can do for you. I have experience working with clients who are founders, have pre-IPO stock, have public company stock, and everything in between. This includes incentive stock options, non-qualified stock options, restricted stock, and other types of compensation.
My clients include:
- Those who simply don’t know where to start or what questions to ask.
- Those with some investment or financial planning experience, but know enough to see the value in working with an industry professional.
- Those who have a situation that is too complicated or time-consuming to navigate
My job is to make sure you understand your options so you can make informed decisions about what is best for your money, your family, your business, and your financial goals. The world of finance can be overwhelming and it’s not for everyone.
And that’s why hiring a financial planner like me may be the best thing you can do for your future.
#4: You don’t stop at financial planning—and neither do I.
Financial planning is as much about money as it is about life, and the more you understand how they intersect and relate to each other, the better off you may be. On top of being a financial planner, I’m also a proud father, a happy husband, a business owner, an Ironman athlete, a reformed soccer player, and a multiple marathon finisher. I have the honor of doing what I love surrounded by people I love, and my goal is to help my clients find the time and financial freedom to do the same. Minus all the math.
Ready to get started? So am I.
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