Joe Zappia, III, CRPC®

Vice President at Venn Financial Solutions

DuBois, Pennsylvania

Quick Answer

Joe Zappia, III, CRPC®, Vice President, is a licensed independent financial professional at Venn Financial Solutions in DuBois, Pennsylvania with 20+ years of experience. Specializing in Social Security Planning, Retirement Income Planning, Medicare. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Joe Zappia, III, CRPC® in DuBois, Pennsylvania

Phone: 800-569-2867

Email: [email protected]

Website: https://www.vennfinancialsolutions.com/

Areas of Expertise in DuBois, Pennsylvania

Social Security PlanningRetirement Income PlanningMedicareTax PlanningWealth ManagementEstate PlanningAnnuitiesLife InsuranceSecuritiesFederal EmployeesLong Term Care PlanningFixed AnnuitiesIndexed AnnuitiesPension Planning

About Joe Zappia, III, CRPC® — DuBois, Pennsylvania

Licensed Independent Financial Professional · 20+ Years Experience · SafeMoney Certified™

About Joe Zappia, III, CRPC®Joe Zappia, III, CRPC®, is Vice President at Venn Financial Solutions, an independent fiduciary financial advisory firm headquartered in DuBois, Pennsylvania. Alongside the experienced team at Venn Financial Solutions, Joe proudly serves individuals, couples, and families throughout the Tri-County region and surrounding communities like St. Marys, Clearfield, Ridgway, Brookville, and Punxsutawney, helping them navigate retirement with clarity, confidence, and purpose. Experience & Expertise serving Curwensville, PAWith more than 65 years of combined team experience, Joe and the advisors at Venn Financial Solutions specialize in working with individuals age 55 and up who are preparing for retirement or already retired. Their mission is simple: help clients protect what they've built, create reliable and predictable retirement income, reduce taxes where possible, and make informed decisions around Medicare, Social Security, and long-term financial planning. Fi...

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Frequently Asked Questions About Joe Zappia, III, CRPC® & Financial Advisors in DuBois, Pennsylvania

What services does Joe Zappia, III, CRPC® offer?

Joe Zappia, III, CRPC® at Venn Financial Solutions offers Social Security Planning, Retirement Income Planning, Medicare in DuBois, Pennsylvania. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Joe Zappia, III, CRPC® SafeMoney Certified?

Yes, Joe Zappia, III, CRPC® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.