RED Group North

RED Group North
Daniel Zagata, CLU, ChFC, AIF, CFP
Evershore Financial Group - Dan Zagata, CLU, ChFC, AIF, CFP
Managing Director

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. 

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I help everyone achieve homeownership. Each person is unique and has a different goal. Whether that is buying a house tomorrow or getting on a plan, I can help. My passion is to help people achieve home ownership through education and financial discussions so that they will be in a better place down the road. It's not about just buying this one house; it's about how this one house plays into your future, your goals, etc. I proactively engage with my clients and their agents throughout the entire process and will literally be there with you every step of the way, including attending your closing (if you are local). If you are considering buying a home anytime in the future it is never too early to talk to a mortgage advisor. I would be honored to assist you. 

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