Financial Planner

Description

Joe Zappia III, CRPC®, CMIP®, and his team are independent, licensed fiduciary financial advisors serving clients throughout DuBois, Pittsburgh, and Pennsylvania. Investment advisory services are offered through Venn Wealth & Benefit Services, LLC, a Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are separate entities and not affiliated.

Description

The home of 'Chuckonomics', a proprietary risk management strategy that seeks to enhance returns by avoiding large losses over time. Ride the Bull but Prepare for the Bear with Guardian Planners. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity