Dan Zagata, CLU®, ChFC®, CFP®, AIF®

Managing Partner at Evershore Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • French Full professional proficiency
  • Italian Limited working proficiency
Skills

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Credentials

  • Accredited Investment Fiduciary AIF
    Fi360, a Broadridge company
  • Certified Financial Planner (CFP)
    CFP Board
  • Chartered Financial Consultant (ChFC)
    The American College of Financial Services
  • Chartered Life Underwriter CLU
    The American College of Financial Services
  • Private Aircraft Pilot
    Federal Aviation Administration
  • Series 6, 7, 63, 65, 24, 53
    FINRA

Experience

Education

  • International School of Management
    DBA - Doctor of Business Administration, International Business
  • Bentley University
    Master of Business Administration (MBA), Finance/International Business
  • Bentley University
    Bachelor of Arts (BA), International Economics
  • University of Miami
    Certificate, Financial Planning
  • University of Paris I: Panthéon-Sorbonne
    Diplôme de Français des Affaires, Business/Commerce, General

Community

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