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  2. Daniel C. Zagata

Daniel C. Zagata

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Daniel C. Zagata
CLU, ChFC ,CFP®, and AIF®
Phone: 
(321) 304-4000
E-mail: 
bordroom@evershore.com

I am the Managing Partner 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, andI am the Managing Partner 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 almost 19 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.  6/2021 3639148

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  •   1750 N Maitland Ave, Maitland, FL 32751
  •   (321) 304-4009 (phone) | (321) 304-4103 (fax)
  •  bordroom@evershore.com

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Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3121051 DOFU 6/2020

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Registered in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

Insurance licensed in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

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