RED Group North
Dan Zagata is the Managing Director of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, Palm Beach Gardens, and Boca Raton. Dan brings 17 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, Boston, and earned his DBA in Finance from the International School of Management, Paris, France. He also holds a graduate certificate of Financial Planning from University of Miami. In addition, he has earned the Certificate Financial Planner designation, Chartered Financial Consultant and Chartered Life Underwriter from the American College. He is also an Accredited Investment Fiduciary.