Daniel Zajac, CFP

Daniel Zajac, CFP

Partner, SimoneZajac Wealth Management

Daniel Zajac is a CFP® and partner with SimoneZajac Wealth Management, located just west of Philadelphia in Exton, PA. Zajac is involved in new business development, serves as a lead adviser with existing clients and is charged with leading negotiations on strategic business acquisitions. His blog was named one of the top 50 Financial Advisor Blogs and Bloggers by kitces.com in February 2016.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investments Advisers, Sercurities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. SimoneZajac Wealth Management Group, LLC and the above firms are independent and non-affiliated.

Phone: 610-363-1344
Website: www.danielzajac.com

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Have Equity Compensation? Strategies to Handle Stock Market Volatility
A man's face is reflected in a computer screen showing a volatile stock chart
Employee Benefits

Have Equity Compensation? Strategies to Handle Stock Market Volatility

The stock market can be volatile, as we’ve all seen recently. To make the most of your equity compensation and manage your income tax bill at the sam…
November 20, 2020
Planning for Early Retirement When You Have Equity Compensation
Drawing of a man sitting on a couch looking at a stock chart
retirement planning

Planning for Early Retirement When You Have Equity Compensation

Employee stock benefits come with some risks and strings attached, as well as the potentially rich possibilities they afford. So know what you’ve got …
November 3, 2020