David Zaegel (CFP®, CPA)

David Zaegel focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Corporate Executives

Entrepreneurs

Tax Planning

Planning Specialties

Help clients set-up business
Provide expertise on business planning for existing businesses
Provide an understanding of personal cash flow and how to best handle that with their business
Establish a personal website where the business owner can see all of their finances in one place and store important documents securely.
Manage retirement plans for business owners
Reduce risk through proper insurance coverage
Tax planning and return preparation to bring everything together in one place

Additional Information

Dave worked as a CPA for the first decade of his career in various auditing and corporate accounting positions. He shifted to financial planning to help business owners, who often don't have the time to handle or understand the personal financial impacts of their business. Through CWOs for Hire, we remove burdens and risks for our clients so they can focus on the business itself and enjoying life. We handle everything from investment management, to insurance planning, to tax planning and return preparation, and so much more. Through this set-up, our clients love being able to contact us and get quick answers to their questions.