Educating Clients on Equity Compensation
Passionate about everything equity compensation, Daniel is an experienced financial advisor, planner, and award-winning blogger at Zajac Group. Daniel enjoys working with his family to grow the firm and help local and national clients take advantage of their employee stock options, grants, shares, and other equity compensation.
While Daniel admits he “fell into” financial planning, as an avid marathon runner, he took the experience in full stride to later become a CERTIFIED FINANCIAL PLANNER™ Professional and an accredited equity compensation speaker, author, and advisor. In addition to being a CFP® professional, Daniel is also an Enrolled Agent, EA, a Chartered Life Underwriter®, CLU®, and an Accredited Investment Fiduciary, AIF®.
As Zajac Group’s Managing Partner, Daniel works with clients daily to make tax-efficient, innovative wealth management strategies that incorporate intelligent investing, charitable planning, and retirement strategies to optimize outcomes. With 17 years in the industry, he most enjoys getting to work with owners and employees to help transition single-stock wealth into assets and investments that can be used to confidently fund personal financial goals. But what truly gives him the most joy about working at Zajac Group is the ability to create truly customized solutions for clients and “how much work we have done with clients who have equity compensation durability to integrate that into their overall financial plan.”
Daniel got his financial and athletic training at Drexel University’s LeBow College of Business, where he earned an MS in business administration and finance while still scoring goals on the school’s soccer team. When he isn’t working out or working with clients, Daniel is updating Zajac Group’s Insights page with easy-to-understand blog articles about everything equity compensation and employee stock options. He enjoys making equity compensation more straightforward for clients to understand and helping them take advantage of their stock situations – no matter who they are or how much they have.
When not writing about equity compensation, Daniel is talking about it as a speaker, traveling to FPA events. Additionally, his work on equity compensation is featured in numerous publications, and he’s licensed to teach CE for the CFP Board and CPE for CPAs through NASBA. You can find Daniel featured on the Investopedia 100 List of the Most Influential Financial Advisors of 2021*.
Outside of assisting clients at Zajac Group, Daniel is married with two boys, four and six years old. When he’s not spending time with his family or writing (or talking) about equity compensation, Daniel is either working out or running; so far, he’s finished over 10 marathons (2:42PR!) and one full Ironman!
*The Investopedia 100 Most Influential Financial Advisors of 2021 list focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor’s published work, public appearances, online following, and commitment to financial literacy across diverse communities. Peer-to-peer nominations are also used to determine the advisor’s influence and reach. This award is not indicative of the wealth manager’s future performance, nor does it imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account. For more information, please visit http://www.investopedia.com.