Daniel  Zajac,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Zajac, CFP®

EA

Managing Partner

Zajac Group

740 Springdale Drive, Suite 204
Exton, PA 19341
FINANCIAL ADVISOR'S WEBSITE
(610) 363-1344

General

Daniel Zajac is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Zajac Group in Exton, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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