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Du Bois PA Financial Advisors - Joe Zappia, III, CRPC® & Team at Venn Financial Solutions
Licensed fiduciaries using strategic & tactical money management, working together with Robert J. Knox, Jr., (Like the gold in Fort Knox, a U.S. Air Force Veteran) and our team of advisors. Hire a local fiduciary financial advisor near me or a virtual financial advisor! The Zappia Family started a bread bakery in 1908 and entered the Insurance & Financial Business in 1979. Zappia Insurance was founded by the late Joseph C. Zappia, Jr., CLU®, a U.S. His son, Joe Zappia, III, CRPC®, our current co-owner, started in the business in 2005. Zappia Insurance & Knox Financial merged in 2016 to form Venn Financial Solutions!
- Pittsburgh PA Cranberry Township, Monroeville, Canonsburg, Altoona, Erie PA Fiduciary Financial Advisors - Serving Robinson Township, Oakdale PA, South Fayette, Butler, Beaver, Treesdale, Gibsonia PA, Cincinnati OH, Cherry Hill NJ, Columbia SC
Since 1979, we have been providing Insurance, Financial, & Estate Planning Services in Western and Central Pennsylvania. - Medicare - Health - Life
2024 & 2026 - Winner Readers' Choice Award for Best Financial Planning/Advisor
2021, 2023-2025 - Gold Award Winner & 2022 - Silver Award Winner - Best Financial Planners in the Best of Tri-County (Youngest Financial Firm Owner to be Nominated)
Joe attained the CRPC® - Chartered Retirement Planning Counselor (SM) designation conferred by the College for Financial Planning
2020 - Joe was honored by Who’s Who in America
Completed the Financial Markets Course taught by Nobel Laureate (Nobel Prize-Winning) Professor & Economist Robert J. Shiller at Yale University
2019 & 2020 - Foremost Under 40 By Pennsylvania Business Central
2016 - Readers’ Choice Award Winner for Favorite Insurance Agency - Tri-County Sunday and Courier-Express Newspapers
2008- 1st page in the Insurance & Financial Services Industry in Du Bois
2002 - Joe graduates with a Bachelor's Degree in a Business-Related field, taking courses in Financial Management, Accounting, and Economics
Thrift Savings Plan TSP Retirement Planner for Federal Employees in DuBois & Altoona PA - Robert J. Knox "Bob" is a graduate of:
College for Financial Planning – Completed the CERTIFIED FINANCIAL PLANNER™ - CFP® Certification
American College of Financial Services – Completed the Chartered Financial Consultant® – ChFC® Designation, Chartered Advisor for Senior Living® – CASL®,
Chartered Life Underwriter® – CLU®
Society of Certified Senior Advisors® - CSA® Certified Senior Advisor Credential
National Social Security Advisor℠ - NSSA® Certificate
The Federal Retirement Consultant℠ - FRC℠ Designation
The preceding certifications, designations, certificates, and credentials are not active. Many other financial advisors are not fiduciaries. Unlike most other advisors, we are a licensed fiduciary team with many years of experience – required by law to work in the client’s best interest. As non-captive, independent advisors, we are not limited to one company OR one type of product. We use both Strategic and Tactical Money Management. With Tactical Money Management – if the market is falling, we can move money to safety to minimize losses and can get back in as the market is rising. We use funds designed to keep fees and expenses low. We enjoy and value long-term relationships with our clients rather than having a merely transactional business. While many other advisors are retiring soon, Joe plans on working for 30 more years. Providing Social Security Planning in DuBois & Altoona PA
Over the years, the Zappia family has donated to local non-profit organizations and charities such as Agape Community Services, the ARC of Clearfield & Jefferson Counties, Alzheimers' Association, Bowl for Kids’ Sake, Boy Scouts of America, Brockway Area Schools, Clarion University Alumni Association, DuBois Area Catholic Schools, DuBois Area High School Alumni Association, DuBois Area Historical Society, DuBois Area Jaycees, DuBois Area Lions Club, DuBois Area United Way, DuBois Area YMCA, DuBois Community Days, Free Medical Clinic of DuBois, Gateway Humane Society, Girl Scouts of America, Goodwill, Kiwanis Club of DuBois, Make A Wish, Penn Highlands Charity Ball, Penn State DuBois Campus, The Reitz Theater of CRI, Rotary Club of DuBois, the Salvation Army, various benefit dinners, and local churches. We do not offer every plan available in your area. Currently, we represent 8 organizations which offer 77 products in your area. Please contact Medicare. gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Medicare Agent and Broker Altoona PA - Joe Zappia is the 1st CMIP® and Certified Medicare Insurance Planner™ in DuBois PA, Pittsburgh, Erie, and Altoona, PA! CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation. Investment Advisory Services offered through Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities. The 2021 and 2023–2025 Gold Awards for Financial Planner and the 2022 Silver Award for Financial Planner by Best of Tri-County, as well as the 2024 & 2026 Reader’s Choice Awards for Financial Planner, and the 2016 Reader’s Choice Award for Best Insurance Agency by Tri-County Weekend Newspaper, were awarded based on community nominations and voting. Advisors were permitted to vote for themselves, and voters were able to vote once per day. Third-party awards do not guarantee future performance or client satisfaction. No compensation was provided in connection with these recognitions. Likes, endorsements, awards, and recommendations should not be considered a positive reflection of the services or advice offered by Joseph C. Zappia, III, CRPC®, CFEI®, Robert J. Knox, and/or Venn Financial Solutions. We do not provide tax or legal advice. Please consult your tax or legal professional for guidance specific to your situation.
