Dan Zagata is the Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages, 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 over 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). He is also an Accredited Investment Fiduciary (AIF®).
From the financial industry’s perspective, Dan is Platinum Frontline Leader, and was awarded the Diamond Managing Director award from Securian Financial in 2012, 2013 and 2016 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 teaches retirement and investment courses for lifelong learning at Rollins College and Stetson University. He also has returned to his alma mater to teach graduate courses in corporate finance, risk management, and business negotiations.
Personally, Dan is an avid international traveler and a licensed pilot. He strongly believes that education, transparency and the human element are the ingredients to good financial planning. Bettering the experience of our clients and their family is the driving force behind his work.
Awards and club membership are based primarily on commissions, premiums, and fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. 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.