Dan Zoll's Perspective
Money is inherently useless; it is the effect money has on people's lives that is significant. The effect is the essence of the mission. Stability and security are the foundations most people desire. My job is to engage my clients' focus in this direction.
We work with people who are serious about preparing for the future. Once we define where you are now and where you want to be in the future, we explore the advantages and disadvantages of the many options available. With my professional staff, we will help you select and secure the most appropriate choices from the wide array of products and services available through the Northwestern Mutual Financial Network.
Professional Achievements
During his career, Dan has earned these designations and certifications:
Chartered Life Underwriter (CLU®) is the premier designation for insurance professionals. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Chartered Financial Consultant (ChFC®) designation, which provides a broad spectrum of education in planning for financial security. The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work.
Accredited Estate Planner (AEP), an accreditation that acknowledges experience and specialization in estate planning. AEP designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
Certified Financial Planner™ (CFP®) certification, one of the most recognized financial planning marks in the world. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Chartered Life Underwriter (CLU®) is the premier designation for insurance professionals. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Chartered Financial Consultant (ChFC®) designation, which provides a broad spectrum of education in planning for financial security. The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work.
Accredited Estate Planner (AEP), an accreditation that acknowledges experience and specialization in estate planning. AEP designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
Certified Financial Planner™ (CFP®) certification, one of the most recognized financial planning marks in the world. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Education
Dan earned a Bachelor of Arts and Master of Arts in English from Florida State University.
Awards and Recognition
Dan has achieved FORUM status, an award earned by only the top 5% of Northwestern Mutual representatives nationally, 22 times since 2000.
- Million Dollar Round Table Qualifying/ Life Member (2000-2022)
- Million Dollar Round Table Qualifying Member (1994-1999)
- Million Dollar Round Table Provisional Member (1993)
- Community Service Award (1998, 2004)
Associations & Memberships
Dan is involved with the following organizations: