Dan Zufall
Wealth Management Advisor, WestPac Wealth Partners & Branch Manager, Barrett Financial Group
- Role
- Wealth Management Advisor at WestPac Wealth Partners
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Dan Zufall
Dan Zufall is a top 1% Mortgage Professional & Wealth Management Advisor. Dan\'s ultimate goal for his clients is to ensure that the entirety of their financial world is working in harmony together through comprehensive, objective and proactive planning. Never looking at products in a vacuum, but rather looking at their entire financial picture in order to optimize their path according to their individual financial goals./COMPLIANCE:20•••40/
Experience
Wealth Management Advisor
May 2023 — Present · Scottsdale, AZ, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd,#300 San Diego, CA 92••••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Education
University of St. Thomas
B.A., Finance & Economics
1999 — 2003
Skills
- Refinance
- Certified Mortgage Planning
- Mortgage Lending
- Loan Origination
- Fha Financing
- Mortgage Marketing
- Short Sales
- Fha
- Credit
- Residential Mortgages
- Usda
- Va Loans
- Loans
- Finance
- Mortgage Banking
- Management
- U.s. Fha Financing
- U.s. Va Loans
- U.s. Federal Housing Authority (Fha)
- Real Estate Transactions
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.