Financial Planning for Boomers with Dan Baratz, Founding Partner, Zenith Group

The Seekers of Meaning Podcast returns to video this week with a TV interview featuring Daniel A. Baratz, CPA/MBA/CFP®, founding partner of the Zenith Group, a Marlton, New Jersey-based firm providing Personal Financial Planning, Tax Services and Investment Management. Dan discusses key financial topics of importance as baby boomers arrange their financial affairs for retirement, elder care, and beneficiaries.

You can watch the video interview in the player below.

You can also hear an audio version of the interview in this player, or wherever you get your podcasts.

About the Guest

Daniel Baratz provides individualized guidance and advice to the firm’s clients with a focus on helping them achieve their stated goals. As a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Daniel’s approach is tailored to each client’s individual needs and has developed an in-depth expertise in the tax-advantaged methods of saving for retirement and other goals.

Daniel began his career with the Financial Advisory Services group of Deloitte & Touche, where he focused on forensic accounting and using technology to detect and prevent fraud, waste and abuse for clients. Daniel worked for 10 years helping to build the financial advisory practice of Pillar Wealth Management in to an integrated offering of a full-service CPA firm. This culminated in his being admitted as a partner in the practice and joining as a founding partner of CORA Capital Advisors, LLC.

Daniel holds an MBA in Accounting and Information Systems and a BS in Business with a concentration in Accounting from the Kelley School of Business at Indiana University in Bloomington, IN. Daniel holds a Certificate in Personal Financial Planning from the University of Delaware.

A life member of the Indiana University Alumni Association, Daniel was admitted as a member of Beta Alpha Psi and The National Society of Collegiate Scholars. He is a member of the American Institute of Certified Public Accountants.

He currently resides in Cherry Hill, NJ and has two sons, Ethan and Noah. Outside of work, Daniel can be found training in Brazilian Jiu-Jitsu and currently holds a blue belt. Daniel currently serves on the Board of Trustees of his synagogue, Adath Emanu-El in Mount Laurel, NJ.

About Rabbi Richard Address
Rabbi Richard F. Address, D.Min, is the Founder and Director of www.jewishsacredaging.com. Rabbi Address served for over three decades on staff of the Union for Reform Judaism; first as a Regional Director and then, beginning in 1997, as Founder and Director of the URJ’s Department of Jewish Family Concerns and served as a specialist and consultant for the North American Reform Movement in the areas of family related programming. Rabbi Address was ordained from Hebrew Union College-Jewish Institute of Religion in 1972 and began his rabbinic career in Los Angeles congregations. He also served as a part time rabbi for Beth Hillel in Carmel, NJ while regional director and, after his URJ tenure, served as senior rabbi of Congregation M’kor Shalom in Cherry Hill, NJ from 2011-2014.

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