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.
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.
#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. 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 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 mitigate financial challenges on every scale.
Want more? Read my blog.
#3: I love everything about 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 extensive 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 navitage
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 financial planner like me may be the best thing you can do for your sanity, your investments, and 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.
When you click on any links in this document you will be connected to a third-party site. We make no representation as to the completeness or accuracy of information provided at this site. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of this third-party site. When you access this site, you assume total responsibility and risk for the site you are visiting.