Daniel Zajac
Daniel Zajac is a Certified Financial Planner™ professional who has broad experience working with mass-market, high net worth, and business owner c owner c owner c owner c owner c owner clientele. His expertise is frequently quoted in major publications, Investopedia, AOL, The Huffington Post, business owner c owner c owner c owner c Insider, and on TheStreet.com. Zajac is a sought after speaker who most recently was invited to speak at the Financial Planning Association Minnesota Symposium on business owner c owner c owner c owner c Succession Planning in the financial services industry.
Daniel Zajac Professional Experience / Academic History
Professional Experience
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Partner
Academic History
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BSBA, Finance
- Daniel Zajac began his financial planning career in 2004.
- In a short 11 years, he has carved his path from entry-level employee to firm partner as of 2015.
- He has been named to the list of the top 50 Financial Advisor Blogs and Bloggers in a February 2016 article from Kitces.com
- He was also included in the list of the 100 Most Influential Financial Advisors on Social Media in a March article from Brightscope.com.
- He teaches an 8-hour continuing education courses in several major US cities including Chicago, NYC, and Philadelphia.