Frank P. Zocco, Jr.

Frank P. Zocco, Jr. Email and Phone Number

CERTIFIED FINANCIAL PLANNER and Retirement Plan Specialist and Partner @ Jacobs Financial Partners LLC
Glastonbury, CT, US
Frank P. Zocco, Jr.'s Location
Glastonbury, Connecticut, United States, United States
Frank P. Zocco, Jr.'s Contact Details
About Frank P. Zocco, Jr.

I am dedicated to helping Small and Medium sized companies, Self Employed individuals, and Non-Profits create and maintain Retirement Plans that truly care for their employees. My passion lies in ensuring fairness and balance within these plans, making sure that both employers and employees benefit. I am committed to staying up-to-date with all State and Federal Regulations to ensure compliance and provide confidence for employers. Additionally, I strive to empower employees on their journey towards a secure retirement, supporting them in pursuing their financial goals and enabling them to live the life they envision for themselves.Specialties: Retirement Plan design and implementation, Business Succession Planning, Estate Planning, Risk Management, Income Tax Management amd Investment ManagementFINRA - Series 7, 63, 65 security registrations Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entityFrank P. Zocco, Jr, CFPJacobs Financial Partners95 Glastonbury Blvd#210Glastonbury, CT 06033860-657-8757

Frank P. Zocco, Jr.'s Current Company Details
Jacobs Financial Partners LLC

Jacobs Financial Partners Llc

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CERTIFIED FINANCIAL PLANNER and Retirement Plan Specialist and Partner
Glastonbury, CT, US
Website:
jacobsfinancialpartners.com
Employees:
8
Frank P. Zocco, Jr. Work Experience Details
  • Jacobs Financial Partners Llc
    Certified Financial Planner And Retirement Plan Specialist And Partner
    Jacobs Financial Partners Llc
    Glastonbury, Ct, Us
    View
  • Jacobs Financial Partners Llc
    Certified Financial Planner/Retirement Plan Specialist/Partner
    Jacobs Financial Partners Llc Feb 2018 - Present
    Glastonbury, Ct, Us
    I work with Small to Midsize companies, Non-Profits and Municipalities helping them to design, implement and monitor their company sponsored Retirement plans, such as 401(k), SEP, SIMPLE, 403(b) and 457. I also work with with individuals to ensure that his/her retirement plans are in order. In addition, I work with employees toward the goal of being "Retirement Ready" by having enough income in retirement which will allow them to live the life that they desire.
    View
  • The River Suite Wealth Partners
    Partner/Certified Financial Planner™/Retirement Plan Specialist
    The River Suite Wealth Partners May 2015 - Feb 2018
    I work with Small to Midsize companies, Non-Profits and Municipalities helping them to design, implement and monitor their company sponsored Retirement plans, such as 401(k), SEP, SIMPLE, 403(b) and 457. I also work with with individuals to ensure that his/her retirement plans are in order. In addition, I work with employees toward the goal of being "Retirement Ready" by having enough income in retirement which will allow them to live the life that they desire.Securities offered through Cambridge Investment Research, Inc., a broker dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and River Suite are not affiliatedI am registered to do Business in CT.www.finra.orgwww.sipc.com
  • Northstar Wealth Partners
    Retirement Plan Advisor
    Northstar Wealth Partners Sep 2005 - May 2015
    West Hartford, Ct, Us
    I work with Small to Midsize companies, Non-Profits and Municipalities helping them to design, implement and monitor their company sponsored Retirement plans, such as 401(k), SEP, SIMPLE, 403(b) and 457. I also work with with individuals to ensure that his/her retirement plans are in order. In addition, I work with employees to ensure they are "Retirement Ready" by having enough income in retirement which will allow them to live the life that they desire.Securities offered through LPL Financial, member FINRA/SIPC.I am registered to do Business in CT and MA. www.finra.orgwww.sipc.com
    View
  • Citizens Investment Services
    Financial Consultant
    Citizens Investment Services Aug 2001 - Sep 2005
    Us
    View
  • Aetna
    Financial Planner/Wholesaler
    Aetna Mar 1997 - Jul 2001
    Hartford, Connecticut, Us
    View
  • American Express Financial Advisors
    Financial Planner
    American Express Financial Advisors Feb 1995 - Mar 1997
    Us
    View

Frank P. Zocco, Jr. Skills

Retirement Planning Estate Planning Pensions Series 7 Investment Management Risk Management Vendor Management Investment Policy Retirement 401k Financial Advisory Financial Planning Financial Services Securities Mutual Funds Portfolio Management Wealth Management Series 63 401 Retirement Savings Plans Asset Allocation Life Insurance Defined Benefit Defined Contribution Erisa Business Relationship Management Microsoft Office Equities Business Development Investment Strategies Investment Advisory Public Speaking Team Building Leadership Customer Service Qualified Retirement Plan Design Participant Advice And Education Fiduciary Partner Fiduciary Education Co Fiduciary Status Fiduciary Investment Benchmarking Investment Line Up Advice Investment Policy Statement Support Fee Benchmarking Participant Education Erisa 404 Assistance Erisa 408 Assistance Erisa 404 Assistance Certified Financial Planner Registered Investment Advisor

Frank P. Zocco, Jr. Education Details

  • University Of Connecticut
    University Of Connecticut
    Bachelor'S Degree
  • Center For Fiduciary Studies
    Center For Fiduciary Studies
    Fiduciary Excellence
  • College For Financial Planning
    College For Financial Planning
    Chartered Retirement Plans Specialist (Crps)
  • Manchester Community College
    Manchester Community College
    Certificate In Financial Planning
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning

Frequently Asked Questions about Frank P. Zocco, Jr.

What company does Frank P. Zocco, Jr. work for?

Frank P. Zocco, Jr. works for Jacobs Financial Partners Llc

What is Frank P. Zocco, Jr.'s role at the current company?

Frank P. Zocco, Jr.'s current role is CERTIFIED FINANCIAL PLANNER and Retirement Plan Specialist and Partner.

What is Frank P. Zocco, Jr.'s email address?

Frank P. Zocco, Jr.'s email address is fr****@****cco.com

What is Frank P. Zocco, Jr.'s direct phone number?

Frank P. Zocco, Jr.'s direct phone number is +186098*****

What schools did Frank P. Zocco, Jr. attend?

Frank P. Zocco, Jr. attended University Of Connecticut, Center For Fiduciary Studies, College For Financial Planning, Manchester Community College, The American College Of Financial Services.

What are some of Frank P. Zocco, Jr.'s interests?

Frank P. Zocco, Jr. has interest in Social Services, Children.

What skills is Frank P. Zocco, Jr. known for?

Frank P. Zocco, Jr. has skills like Retirement Planning, Estate Planning, Pensions, Series 7, Investment Management, Risk Management, Vendor Management, Investment Policy, Retirement, 401k, Financial Advisory, Financial Planning.

Who are Frank P. Zocco, Jr.'s colleagues?

Frank P. Zocco, Jr.'s colleagues are Jessica Palliardi, Cynthia Herzog.

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