David Zaegel (CFP®, CPA®)

David Zaegel specializes in
the following areas of expertise:

  • Advising Entrepreneurs
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Planning Concerns for Corporate Executives
  • Planning Issues for Business Owners
  • 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

Industry Start Date

July 15, 2013

This Office

17295 Chesterfield Airport Road Chesterfield, MO 63005 Phone: (314) 807-9870