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Daniel Z

PFS™, Series 63, Series 65

Fruitland Park, FL

SPC

Daniel Zebrowski is a financial advisor with SPC who holds the PFS™ designation and has 27 years of industry experience. He has worked at Sigma Financial Corporation and SPC since 2018 and has prior experience with Investment Advisors Corp. and Broker Dealer Financial Services Corp. Zebrowski is also a CPA and is involved in several related business activities, including serving as president of Family Financial Planners, Inc. and Family Financial Advisors, Inc., where he provides financial planning, tax consulting, and advisory services. SPC serves a diverse client base including individual, high-net-worth households, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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