Daniel Zachary, Financial Advisor located in Fremont, CA

Financial Advisor
Daniel J Zachary

CFP®, ChFC®, AAMS®
39500 Stevenson Place Ste 201, Fremont, CA 94539opens in a new window
Client by Referral
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Pets
  • Volunteering
  • Golfing

Team Members

  • Nancy Rodriguez
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(510) 795-0800

Fax

(877) 469-8490

Office Address

39500 Stevenson Place Ste 201
Fremont, CA 94539opens in a new window

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