Dan Zagata Is the Managing Director of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, Palm Beach Gardens, and Boca Raton. Dan brings a high level of experience, education, and financial know how to the industry and his clients. He brings almost 15 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals.
Dan earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA. Almost a decade later, Dan earned his Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France. He also holds a graduate certificate of Financial Planning from the University of Miami in Coral Gables, FL. As a commitment to his clients, Dan has earned the Certified Financial Planner (CFP®) designation, the Chartered Financial Consultant (ChFC) designation from the American College, and is a Chartered Life Underwriter (CLU).
From the financial industry's perspective, Dan has been recognized by the industry's leading organizations, such as the Million Dollar Round Table, and has been recognized for his leadership with the Brian H. Early Frontline Excellence Award from the GAMA organization. He is Platinum Frontline Leader, and was awarded the Diamond Managing Director award from Securian Financial in 2012 and 2013 as the number one managing director within the Securian Financial Network, a broad financial network with firms across the United States.
Currently, Dan is involved in teaching and mentoring individuals and business owners from simple to very complex financial matters. He is a certified SCORE counselor and mentor with the United States Small Business Administration. He has also returned to his alma mater to teach corporate finance, risk management, and business negotiations.
Dan speaks French, skydives, is a licensed pilot, avid traveler, and is a volunteer with Make A Wish Foundation. He speaks frequently at industry events and believes in giving back and bettering the service and education that the financial industry brings to its clients.
Dan is a registered representative and investment advisor representative of Securian Financial Services, Inc.
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