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Daniel R. Zajac, CFP®, AIF®, CLU®

Capital Analysts

Exton

PA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Business Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lincoln Investment 5 years, 5 months Jun 2012 - Present
Capital Analysts Incorporated 13 years, 1 month Oct 2004 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Enrolled Agent
    Designation
    Enrolled Agent
    An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 14, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 14, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Capital Analysts

Last updated on May 5, 2017
    • $3.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 16K
      Accounts
    • $236.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions