Daniel C. Zagata, CLU, ChFC, CFP®, AIF®
I am the Managing Director of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages, Palm Beach Gardens, and Boca Raton. The driving motivation throughout my career has been to bring a high level of experience, education, and financial know-how to both the industry and my clients. I bring over 17 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals.
It is always important that you know exactly who is giving you advice. I earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA. Following my commitment to constant life learning, almost a decade later, I earned my Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France. I also hold a graduate certificate of Financial Planning from the University of Miami in Coral Gables, FL. As a commitment to the level of expertise my clients deserve, I have earned the Certified Financial Planner (CFP®) designation from the CFP Board of Standards. I have also earned the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations from the American College. I am also an Accredited Investment Fiduciary (AIF®).
The purpose and philosophy that drives me to truly love what I do, is that I believe all people deserve dedicated, specific, unique and judgment-free advice to help enhance their journey in life. Money isn’t everything, but education and the understanding of your money is key to reducing stress, achieving goals and taking control of your financial future. I do not believe in the impersonal, generic advice available on the internet which may have no relevance to you and your family’s current and future situations.
Therefore, I stay involved in teaching and mentoring individuals and business owners from simple to very complex financial matters. My strong belief that education assists in making wise decisions has lead me to teach retirement and investment courses at the Lifelong Learning Center at Rollins College, Stetson University and the Celebration Foundation Lifelong Learning Program in Celebration, FL. I also return to my alma mater to teach graduate courses in corporate finance, risk management, and business negotiations.
Personally, I am an avid international traveler and a licensed pilot who loves to explore new places and learn about new and unique cultures. I continue to strongly believe that education, transparency and the human element are the ingredients to good financial planning. Improving the experience for my clients and their family is the driving force behind my work.
Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Dan Zagata is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com. 5/2018 2134524