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Meet Our Team

Whether you’re looking to buy your first home, purchase a vacation home, acquire an investment property to build wealth and create passive income, or if you simply want to refinance your current mortgage to lower your payment, consolidate debt, or make home improvements, the Intelligent Mortgage Planning Team has the expertise, and personal touch to bring it all together and make it a truly wonderful financing experience. As Dan likes to say, “we’re really good people, helping really good people accomplish their dreams!”

Dan Zufall is a top 1%, 2023, 2022, 2021, 2020 & 2019 Five Star Mortgage Professional, 8 time Super Mortgage Professional, licensed Wealth Management Advisor, and the leader of the Intelligent Mortgage Planning Team. For the past 24 years, Dan and his team have been providing award-winning service along with sound financial education for their clients looking to buy, sell, or invest in real estate. Dan is licensed to serve his clients’ financing needs in Arizona, California, Colorado, Florida, Georgia, Iowa, Minnesota, Missouri, Texas, and Wisconsin.

Licensed by The Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act