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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.

NAPFA Start Date

July 21, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

13492 Clayton Road #2 Town & Country, MO 63131 Phone: (314) 807-9870
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