My name is Daniel Zajac, and I’m a CERTIFIED FINANCIAL PLANNER ™ Professional with a confession to make.
Confession #1: Everything you need to know about financial planning, employee stock options, and wealth management will not be on my website.
Don’t freak out. 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 nothing beats a phone call when it comes to getting answers about your specific questions, unique concerns, and complicated financial situations. (Have a question in mind? Go ahead and ask me right now).
The best thing about my website? The information I provide is free. And the best thing about working with me? My experience and knowledge.
Confession #2: When I say I’m a Financial Planning Junkie, 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® designation, as well as my AIF®, CLU®, and EA credentials. These may sound like just a bunch of letters, but they essentially mean I can support you, your financial goals, and your business with suitable advice designed to help protect and empower your growth at every turn.
And I didn’t stop with my certifications. I went on to author and contribute to over 100 articles about employee stock options, retirement planning, tax credits, and more both on this website as well as in trusted publications like Investopedia, Business Insider, 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 mitigate financial challenges on every scale.
Want more proof? Read my blog.
Confession #3: I love everything about financial planning—so you don’t have to.
You don’t have to love financial planners—or beautiful financial strategies—to love what they can do for you. I have extensive experience working with mass market, high net worth, and business owner clientele, and most of my clients typically fall into one of three categories:
- Those who simply don’t know where to start or what questions to ask. (When in doubt, start here).
- Those with some investment or financial planning experience, but know enough to see the value in working with an industry professional (like this one).
- Those who have a situation that is too complicated or time-consuming for the average person to navigate. (Bring it on).
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 financial goals. The world of finance can be overwhelming, tricky, complicated, and fast-paced—and it’s certainly not for everyone.
And that’s exactly why hiring a nerdy financial planner like me may be the best thing you can do for your sanity, your investments, and your future.
Confession #4: I practice what I teach—and I teach a lot.
I’d get a little stir-crazy if I were cooped up in an office all day, which is why I happily stretch my legs on a national lecture circuit. I teach eight-hour CPE and CLE courses across the country, and I’ve been invited to speak on financial planning to several corporations, including Sunoco, Boeing, Energy Transfer Partners, and TV Guide, to name a few.
There’s so much more to wealth management than investing, retirement planning, and checkbook balancing. Business owners need help with succession planning. Grandparents need help with legacy building. Parents need help saving for education expenses. Companies want to make sure their employees are taking advantage of their 401k plans. And everyone deserves to hear the latest information and advice from someone who sincerely wants them to understand and make the most of it.
Confession #5: 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’ll 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 an ice cream lover. 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.