Dan Zagata, Clu®, Chfc®, Cfp®, Aif® Email & Phone Number

I am the Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, 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 23 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. 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®). While, money isn’t everything, 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. 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. __ 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 and Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4067390. 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com.

Listed skills include Investments, Management, Retirement Planning, Risk Management, and 10 others.