Zach Daniels, ChFC®, TPCP® in

Zach Daniels, ChFC®, TPCP®

Doer · DISC type ds
Founder of ZD Wealth Management & Wealth Management Advisor at Northwestern Mutual
📍 United States

Zach Daniels is the award-winning founder of ZD Wealth Management and a Wealth Management Advisor at Northwestern Mutual. He holds Tax Planning Certified Professional (TPCP®) and Chartered Financial Consultant (ChFC®) designations, specializing in creating comprehensive, tax-strategic financial plans to help clients achieve their goals.

Before his career in finance, Zach honed his skills in the culinary world, working as a Sous Chef where he trained new cooks and created food specials. During his studies, he was also actively involved in marketing for university associations, holding roles as a Marketing Chair.

Zach successfully transitioned from a career as a Sous Chef to becoming a nationally ranked, award-winning financial advisor.

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Experience
9 Years
Current Role
Founder of ZD Wealth Management & Wealth Management Advisor
Job Level
Leadership
Location
United States
Personality Overview

How Zach shows up

Strategic Planner
Long-term Focused
Results Focused

They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Zach cares about

Holistic Financial Planning
He designs highly-individualized, comprehensive financial plans by partnering with professionals across various industries to meet his clients' goals.
Tax-Efficient Strategies
As a Tax Planning Certified Professional (TPCP®), he focuses on tax-strategic wealth building, a core part of his client advisory services.
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Career

Work history

5-2019
Founder of ZD Wealth Management & Wealth Management Advisor
Northwestern Mutual
10-2018 - 5-2019
Cook
Das Bierhalle
7-2017 - 10-2018
Sous Chef
The Top Hat Cue Club
11-2016 - 7-2017
Head Chef/ Bar-back
Caseys Bar & Grill
10-2016 - 10-2017
Marketing Committee
TU Holiday
In the press

Media appearances

Zachary A. Daniels, Founder & Wealth Management Advisor – Northwestern Mutual. Featured in Northwestern Mutual
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Education
Tax Planning Certified Profession (TPCP)
The American College of Financial Services
Chartered Financial Consultant (ChFC)
The American College of Financial Services
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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