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Hi, I'm Daniel Zajac, CFP®.

I write about equity compensation and employee stock options in a way that is easy to understand.

Read the BlogWork with Me

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Free Ebook Download

Learn all you ever wanted to know about employee stock options with my free ebook, including:

  • The key differences between non qualified and incentive stock options
  • 6 strategies to exercise your employee stock options
  • Everything you want to know about incentive stock options
  • What you need to know about the alternative minimum tax
  • How to integrate employee stock options into your retirement plan

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Work With Me

My real passion is helping people who are serious about making great decisions with their money pursue financial success.

Like you, my clients are busy and successful.   They often work with me because they are serious about creating a plan to exercise and sell some or all of their stock options (in the short or long term).

A plan that addresses the alternative minimum tax, holding period requirements, cash flow needs, investment risk, and personal financial planning goals.

Learn How I Help My Clients

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