Daniel C. Zebrowski, CPA, PFS
Dan, a Summa Cum Laude graduate of Ole Miss, holds a Bachelors of Accountancy and a license to practice as a CPA in Maryland. Also, he is a member of the Florida Institute of Certified Public Accountants and is a CPA/PFS AICPA Credential Holder and a Licensed FINRA Principle. Furthermore he received the coveted Taylor Medal, the highest academic honor the University of Mississippi can confer upon a student.
Dan’s tenure serving others began at Ole Miss, tutoring and mentoring fellow students in Taxation and Corporate Finance. Dan spent several years at GE and Lockheed Martin, consulting on Finance, Taxation and Cash Management.
Dan began to transition his talents and started to serve the needs of individual clients over fifteen years ago after passing his uniform CPA Exam. He is a CPA who specializes in personal financial planning, and with his expansive experience in financial planning, continuous professional education and passing the rigorous and comprehensive requirements mandated by the AICPA - they awarded him the PFS Credential. The PFS (Personal Financial Specialist) Credential earmarks Dan unlike other certification programs since it is awarded only to CPAs who are members of the AICPA. Accordingly, this credential represents the highest professional standards of any financial planning credential and sets the PFS holder apart from other financial planners, since the PFS holder had to be a CPA first to endeavor licensure.
Dan’s Company, Family Financial Planners is a Florida Registered Investment Advisor and is built on a team approach of CPAs, attorneys, and financial planners working together giving clients heart-felt advice in the complex areas of the ever changing investment, tax, financial, and estate planning arenas, assisting retired and near retired individuals to retire and stay retired.
University of Mississippi- Bachelors of Accountancy (Graduated Summa cum Laude & Taylor Medal Recipient) Certified Public Accountant (CPA): Licensed in Maryland
Pursuing Graduate work in Financial Planning & Taxation Florida: Life, Health, Variable Annuities Insurance Licenses FINRA Exams: Series 6, 26, 63 & 65
AICPA Credential: Dan Holds The "Personal Financial Specialist (PFS)" Credential Awarded By the American Institute of Certified Public Accountants.
Affiliations: Member of the American Institute of Certified Public Accountants. Member of the Florida Institute of Certified Public Accounts. Member of the Financial Planning Association