David Zaegel, CFP®, CPA CWOs for Hire LLC

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About David Zaegel, CFP®, CPA

Hi, I’m Dave Zaegel. I started CWOs for Hire to help remove financial stress from clients’ lives. Having been in a high-stress corporate job while also starting a family, I understand the challenges that my clients face on a daily basis because I experienced them first hand. With my accounting background, I also work with many small business owners to help them understand how their business and personal finances connect, and how they can get the most out of both.

I’ve been told many times that how I help clients “just doesn’t exist anywhere else”. While that’s not entirely true (just look at this XY Planning Network!!), I do have a unique skill set between my accounting, tax and financial planning experience, with the added gifts of listening and counseling that I’ve learned from numerous mentors throughout my life.

When I’m not working, I have fun with my wife and three children, and all my friends and other family. As a family we enjoy sports, music and playing card / board games, among many other activities.

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Ideal Clients

  • Business Executives
  • Business Owners
  • College Planning
  • Gen X
  • Investment Planning & Management
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • AUM: 1.00%


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