Get to Know Zach Daniels

Zach graduated from Towson University in 2020 with a degree in Financial Planning & Investments. He started his financial planning practice during his senior year of college (2019). Zach & his team run an award-winning practice based out of Hunt Valley, MD. He's currently in his 5th year of the business & his team serves over 300 households across the country. 

 

Outside the Office

Zach was born & raised in Baltimore, MD. He currently resides in Towson, MD. Being local to Maryland, Zach is a huge Ravens & Orioles fan. During his time off, he also enjoys traveling, playing soccer, & trying new breweries.

Awards & Achievements

Awards & Achievements:
🏆Achieved Power 10
🏆Achieved Target 20
🏆Achieved Pacesetter First 40
🏆Achieved Pacesetter Second 60
🏆Was invited & attended Winter Camp in 2020
🏆 Ranked Top 50 New Clients 2022 (Nationally)
🏆Achieved the Silver Award in 2022 (Nationally)
🏆Achieved the Bronze Award in 2021 (Nationally)
🏆Was invited & attended Fastrack Academy in 2023
🏆Achieved the Gold Award in 2023 (Eastern Region)
🏆Achieved the Silver Award in 2022 (Eastern Region)
🏆Achieved the Bronze Award in 2021 (Eastern Region)
🏆Qualified for Million Dollar Round Table (MDRT) in 2022, 2023
🏆Achieved the Gold Award Top 10 in 2023 (Eastern Region; Ranked 4th)
🏆Achieved the Silver Award Top 10 in 2022 (Eastern Region; Ranked 9th)

 

Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Multigenerational Planning

Estate Planning

Insurance Protection Strategies

Business Planning