Benjamin Zajac, CFP®, CIMA in

Benjamin Zajac, CFP®, CIMA

Captain · DISC type DS
Partner at Zajac Group
📍 Exton, Pennsylvania, United States

Benjamin Zajac is a Partner and CERTIFIED FINANCIAL PLANNER® at Zajac Group, specializing in wealth management and equity compensation for executives and wealth accumulators. A graduate of West Chester University, he was named a Forbes Best-in-State Wealth Advisor in 2023 and 2024.

Outside of his professional life, Benjamin resides in Phoenixville, Pennsylvania, with his wife and two children. He is an active individual who balances his family life with personal hobbies, which include playing the guitar, golfing, and skiing.

He has been recognized by Forbes as one of the top wealth advisors in his state for two consecutive years.

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Experience
26 Years
Current Role
Partner
Location
Exton, Pennsylvania, United States
Personality Overview

How Benjamin shows up

Dynamic But Sincere
Output-Driven
Planner & Achiever

They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Benjamin cares about

Equity Compensation
He specializes in creating custom wealth plans for clients with employee stock options and restricted stock units, a core focus of his practice.
Wealth Management
As a CERTIFIED FINANCIAL PLANNER®, he helps a diverse client base with comprehensive strategies for accumulating, preserving, and transferring wealth.
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Career

Work history

4-2021
Partner
Zajac Group
8-2011 - 4-2021
Financial Advisor
SimoneZajac Wealth Management
9-2003 - 8-2011
Hospital Account Specialist
Eli Lilly and Company
6-2001 - 9-2003
Account Manager
Info Systems, Inc
8-2000 - 6-2001
Business Solutions Group Representative
VerticalNet
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
BS
West Chester University of Pennsylvania
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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