Benjamin R. Zajac

CFP®, CIMA
Daniel

Your Partner for Meaningful Financial Planning

With over 10 years as a CERTIFIED FINANCIAL PLANNER™ Professional, Ben is experienced in creating thousands of custom wealth management plans that assist people in reaching their goals with confidence. While Ben wasn’t always sure of his path with a tough start in corporate America, “I knew personally that I wanted to be in a position to provide meaningful advice to people as a trusted partner that directly impacts their lives.” He also saw himself building a firm and having a direct influence on the growth of a financial team with similar philosophies and goals, “while enjoying the flexibility that extends into my personal goals and interests.”


So, with the support of his wife Jill and the same steadfast bravery that led him to bungee jump 171.5 ft. into a canyon, Ben followed his instincts to change his career and join the field of financial planning. Today, Ben enjoys working closely with his father and brother to continue to grow the Zajac Group to help clients with all types of financial situations on a local and national level. He works closely with clients to help them make informed decisions that optimize their lifestyles and promote future financial success. His areas of focus include investment, income, insurance, and retirement planning. In addition to being a CFP® professional, Ben is also a Certified Investment Management Analyst®, CIMA®. He is licensed in the state of PA.


Ben believes that Zajac Group’s experience in equity compensation and stock option planning is what truly allows them to provide the attention to detail and customization clients need to reach their goals. “Our ability to simplify complex topics helps clients understand strategy and planning implications, ensuring they make intelligent decisions with their wealth and avoid potential mistakes.”


Ben earned his bachelor’s in marketing from Towson State University and West Chester University, where he also played division one varsity soccer. Driven to support his community, Ben is active on the board of his local Chamber of Commerce.


Ben is married to his biggest inspiration and supporter, Jill, and together they have four beautiful kids. After retiring, he plans to live in the mountains, where he can hike and fish with his family. For now, you can find Ben traveling or spending time outdoors.

Let’s Talk About Your Financial Future

Maximize and protect your wealth with integrated, customized planning for a lifetime of success.

Sign Up Now!

Join our mailing list to receive the ebook and our latest news and updates from this site.

You have Successfully Subscribed!

Join Our Newsletter!

Join our mailing list to receive the latest news and updates from this site.

You have Successfully Subscribed!

Don't Miss A Thing!

Sign up today for free and be the first to get notified on all things equity compensation, incentive stock options, non qualified stock options, restricted stocks, and more!

You have Successfully Subscribed!