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James J. Simone, CFP®, CPA
Richard A. Zajac, CFP®, CPA
Daniel R. Zajac, CFP®, EA, CLU®, AIF®
Daniel R. Zajac, CFP®
Founded in 1993, Simone Zajac Wealth management is an independent financial planning firm offering customized investment management and wealth management solutions for individuals, families, and business owners.
We serve a broad range of clients, including retirees and pre-retirees, business owners, corporate executives, and successful gen-x and millennial savers.
Our professional team is staffed with CPA’s, CLU®’s, and CERTIFIED FINANCIAL PLANNER™ professionals. As a group, we have over 50 years of client-facing industry experience, helping to ensure that you get knowledgeable guidance on your financial decisions.
Our goal is to satisfy your unique financial needs. We dedicate ourselves to listening and identifying the subtle nuance of every client communication and work hard to develop a customized financial solution.