About Daniel Zajac, CFP®, AIF®, CLU®

Financial advisor West Chester

Hey everybody – I’m Dan. First off, thanks for coming to my website! I genuinely hope you find this website both educational and entertaining.

Please take a few minutes to read about my experience, blogging endeavors, media mentions, speaking services, hobbies, and my family.

If you are considering hiring me to help you with your financial needs or would simply like to learn more about me, this is the place.

Ready? Here we go.

Experience

If you read my first blog post, then you know that I am a 34-year-old veteran of the financial planning industry – a self-proclaimed financial planning junkie. I actually love this stuff, but I wasn’t always this way.

When I started in the industry, I was as green as it gets. After graduating from Drexel University in 2004 with a degree in finance, and coming off a summer at the shore, I moved home. My dad offered me a job to primarily fax (yes, I’m that old), organize, fill out paperwork, and perform other administrative duties. Thinking that I would only work in the position until I found a “better” opportunity, I took the job as a resume builder.

Unexpectedly, I soon realized that there was something about the job that seemed to “fit.” After some deliberation, I decided to study to become Daniel Zajac, CERTIFIED FINANCIAL PLANNER™.

Fortunately for my social life, I passed the exam on the first attempt in 2005 and received the designation in 2007 at the age of 26. As a lover of learning (I say “financial junkie,” whereas you might use the term “nerd”), I went on to earn my AIF®, CLU® , and EA certifications.

Eleven short years later, I am still here working with good old dad. Recently, my older brother joined the business too – did I mention that I’m the youngest of four siblings? As I’ve gained experience, my role in the business has evolved and my responsibilities have increased.

I am now a partner and financial adviser at Simone Zajac Wealth Management Group, as well as a forward-thinker, a thought leader, and a lifetime learner. I have extensive experience working with mass market, high net worth, and business owner clientele. My clients typically fall into one of three categories:

  • 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 expert.
  • Those who have a situation that is too complicated for the average person and need “Financial Planning 401,” if you will.

If you’re interested in working with me, visit my Work With Me page. I can help you with personal financial planning, investment management, financial planning for your business, and much more.

Blogging

One of my most important goals as a financial adviser is to provide relevant, comprehensive financial education to the masses. There are a number of ways I accomplish this, and one way I’ve found to be particularly fun is through blogging.

In 2014 I started writing about my experiences and opinions regarding financial planning at FinanceandFlipFlops.com. Here, I provide financial education to the best and the brightest (that’s you).

Whether you’re just starting out getting your finances in order, or you’re sitting on a pile of money, there’s something on the blog for you.

I don’t charge a penny for my blog posts, but for a more tailored solution to your pressing financial concerns, I encourage you to take a look at my services.

Mentions

I’m honored to have been mentioned in a number of prestigious publications.

I was included as a “top social influencer” among financial advisers at BrightScope.com and have been quoted in various publications including at Investopedia.com, at HuffingtonPost.com, at BusinessInsider.com, and at TheStreet.com.

If you’re a member of the media and would like to receive expert financial advice for your next article, please don’t hesitate to contact me.

Speaking

I was invited to speak at the FPA Minnesota Symposium on business succession planning in the financial services industry. I have also spoken on financial planning to corporations such as Sunoco, Sunoco Logistics, Boeing, Energy Transfer Partners, and TV Guide, to name a few.

I’ve been invited to be a guest lecturer to the graduate school of business at St. Joseph’s University.

I also teach eight-hour CPE and CLE courses in several major U.S. cities including New York City and Philadelphia.

I provide talks on succession planning, financial planning, tax planning, Social Security, retirement, asset allocation, rebalancing, investment planning, education planning, personal finance management, and more. If you name it, I can talk on it.

You can learn more about my speaking services here.

Hobbies

Outside of work, I’ve always been active. Growing up I played soccer, and was fortunate to receive a scholarship to play at Drexel. Soccer was a huge part of my life back then. It taught me many skills that I continue to use in my professional life, such as how to win and lose graciously, the best ways to prepare for a challenge, and how to compete. Soccer also taught me that the power of a team is far greater than the power of an individual.

As my soccer career ended, I knew that I needed to stay active, so I began to run. What had once been a punishment during high school and college became my go-to stress reliever.

Soon enough, running a few miles a day wasn’t enough. I missed the challenge of setting and achieving lofty goals, so I signed up and completed a half marathon. Little did I know that my newfound hobby would turn into numerous full and half marathons. Two of my proudest accomplishments to date include qualifying for the 2017 Boston Marathon and completing a full IRONMAN® in August 2012.

Family

Niles making sure we're protected

Niles making sure we’re protected

Fortunately, I have a super cool wife who allows me to take on these ridiculous challenges. Even better, she actually joins me. I am proud to say that she finished her first full marathon in December 2013. The best part about my wife is that she makes me laugh. She has a unique wit all her own that keeps me smiling, even when I don’t want to.

We were married in 2012 and live in West Chester, Pennsylvania. We love to walk around the nearby town, work out, try new restaurants, and devour ice cream and sweet treats.

I almost forgot! We have a pup too. His name is “Niles,” and he’s a shih tzu that my wife rescued after seeing him at a Halloween parade in 2012 rocking a Batman cape. Apparently, all our family arrivals come around Halloween, as my wife and I welcomed our son in early November 2014.

Thank you for taking the time to learn more about my life and my work. If you are interested in working with me or simply have a financial question, please don’t hesitate to contact me today.

I look forward to hearing from you.

Sincerely,

Daniel Zajac, CFP®, AIF®, CLU®