Dan Zufall is a Wealth Management Advisor and Mortgage Professional, recognized as a 2023 Five Star Mortgage Professional. * 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.
On a personal level, Dan is a devout family man, and he enjoys spending quality time with his wonderful wife (college sweet-heart), as well as watching his teenage son play a variety of sports. Dan is an obsessed golfer himself, but his son is a heck of a lefty pitcher and basketball player so golf will have to wait! Dan and his family moved to Scottsdale, Arizona in 2014 for business expansion, but they are blessed to be able to spend their summers on the Lake back in Minnesota.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd. #300 San Diego, CA 92121 619.684.6400. 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.| 2023-165550 Exp. 12/25 | Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity. Guardian and its subsidiaries do not issue or advise with regard to mortgages. This award is not issued or endorsed by Guardian or its subsidiaries.