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Rory Zipper Email & Phone Number
Managing Partner and Financial Planner
at
ZEA FINANCIAL
1 phone found
area 631
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner and Financial Planner
Location
Syosset, New York, United States
Company size
Who is Rory Zipper? Overview
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Quick answer
Rory Zipper is listed as Managing Partner and Financial Planner at ZEA FINANCIAL, a with 6 employees, based in Syosset, New York, United States. AeroLeads shows phone signal with area code 631 and a matched LinkedIn profile for Rory Zipper.
Rory Zipper previously worked as Managing Partner/Financial Planner at Zea Financial and Managing Director, Financial Planner at Center For Wealth Preservation. Rory Zipper studied at New York Law School.
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Email format at ZEA FINANCIAL
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ZEA FINANCIAL
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Profile bio
About Rory Zipper
Rory Zipper is a Managing Partner at ZEA Financial, a comprehensive, holistic, independent financial planning firm. Rory works with business owners and professionals, specializing in financial planning that incorporates tax, wealth, and protection planning. He believes in a holistic approach to financial planning where client goals, lifestyle, dreams, and desires are equally important to investment returns.Rory understands that people have differing levels of financial literacy and he is firmly committed to a full fiduciary relationship with clients that is built on deep understanding, trust, and always doing what is in the client’s best interest. Financial plans are meant to reflect where clients are and where they want to go. Rory makes sure that every client fully understands what is in their financial plan and why it is there. Rory takes a distinctive approach to client relationships based on his love for coaching, teaching, and his desire to create personal relationships of mutual trust. He regularly meets with clients to stay updated on any recent life-changes that could necessitate a change in their financial plan.Rory has been in the financial industry for over 20 years, and he brings a rare combination of compassion and expertise to ZEA Financial. His entire career has been focused on creating a fully client-centered firm. In an industry that often imposes sales and product targets without regard to the client’s interests, Rory has been able to create ZEA Financial as a truly client-first, client-centric firm that is a fiduciary for every aspect of the client relationship.ZEA Financial believes financial planning should be the cornerstone of everyone’s relationship with their money. Their best clients are people like you who care deeply about their families, understand the importance of making plans to take care of them financially, are open minded, and willing to learn. Together we will put together a financial plan that helps everyone sleep better at night knowing that plans are in place to address any financial contingency.Contact Rory today to start a conversation that can change your life - at (631) 257-7475, RZipper@FinancialGuide.com.
Listed skills include Retirement Planning, Estate Planning, Wealth Management, Insurance, and 20 others.
Current workplace
Rory Zipper's current company
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Zea Financial
8 roles · 27 years
Rory Zipper work experience
A career timeline built from the work history available for this profile.
Managing Partner/Financial Planner
CurrentRory Zipper, Managing Partner & Financial Planner at ZEA Financial. We offer comprehensive, holistic, independent financial planning to clients seeking a close, trusting relationship with planners that provide help and advice through all phases of life. Clients can be confident in the expertise of ZEA Financial and the firm’s commitment to a fiduciary relationship built on deep understanding, trust, and always doing what is in the client’s best interest. At ZEA Financial, we believe financial planning should be the cornerstone of everyone’s relationship with their money. Analyzing income, cash, assets, investments, insurance, and taxes leads to a clear and comprehensive roadmap for your financial journey. We’ll work together over time to ensure your plan stays updated and reflects changes in your goals and objectives and changes in the larger financial and tax environment. ZEA Financial has an in-house CERTIFIED FINANCIAL PLANNER (TM) Professional, attorney, and investment advisor to help develop your financial plan. We will also draw upon our network of tax and estate attorneys, accountants, and other specialists as necessary. Our best clients are people like you who care deeply about their families, understand the importance of making plans to take care of them financially, and are open-minded and willing to learn. Together we will put a financial plan n place that helps everyone sleep better at night, knowing that plans are in place to address any financial contingency. Join the ZEA Financial family. We’ll explain everything fully - so well, you’ll be able to explain it back to us. You’ll know what is happening. We’ll help you think through what you want in life and how to get it. You’ll be able to close your eyes and visualize it.Contact Rory today to start a conversation that can change your life. Office: (631) 257-7475Email: RZipper@FinancialGuide.com.
Jul 2012 - Present
Managing Director, Financial Planner
Current
May 2016 - Present
Agency Managing Director
Current
Massmutual Long Island Metro, Center For Career Development
The Center for Career Development is the Planning Division for Mass Mutual's Long Island/Metro area. We are fully committed to the development and success of each financial professional that we work with - providing the training, experience, knowledge, support and planning required to build a successful practice. We are focused on helping individuals, families, and small to medium sized companies build wealth potential through holistic financial planning and protection strategies.
Mar 2016 - Present
Principal Director
Sound Wealth Financial Group
Jan 2015 - Jan 2016
Director Of Career Enhancement | Wealth Manager | Corporate Benefits
Sentinel Solutions
Sentinel Solutions was founded to provide holistic fiscal analysis and tactical wealth positioning which enables clients to maintain economic confidence in their estate, financial and employee benefit plans.The Personal Enrichment Solution™ and The Human Capital Concept™ provide the structured framework to ensure clarity of vision, an educational foundation in financial risk, reward and opportunities, and ongoing, personalized guidance. As respected leaders in wealth creation and conservation, tax minimization, retirement planning, employee benefits and retention planning, the Sentinel Solutions team creates and implements financial strategies that are unique to each client and are flexible as needs and visions change over time. Sentinel Solutions, Inc. is a financial services boutique specializing in the needs of entrepreneurs, owners of small- and mid-size businesses, senior level executives and specialty physicians. The priority at Sentinel Solutions is to provide unsurpassed service and solutions while understanding that your bottom line is the bottom line.Proprietary Offerings:The Personal Enrichment Solution™, a five-step comprehensive wealth management process designed to align client vision with wealth creation strategies.The Human Capital Concept™, a unique approach to group and individual benefit planning providing the structured framework to ensure clarity of objectives and needs.Specialties- Financial Planning- Retirement Planning- Estate Planning- Insurance Analysis and Implementation- Investment Management and Asset Protection
Jun 2012 - Dec 2014
Jan 2002 - Jun 2012
Intern
New Jersey Cardinals
2000 - 2000
4 education records
Rory Zipper education
Education record
New York Law School
Bsb, Sports Management With A Backing In Criminal Justice And Legal Studies
Seton Hall University
Education record
University Of Massachusetts Amherst
Education record
Dwight Englewood
FAQ
Frequently asked questions about Rory Zipper
Quick answers generated from the profile data available on this page.
What company does Rory Zipper work for?
Rory Zipper works for ZEA FINANCIAL.
What is Rory Zipper's role at ZEA FINANCIAL?
Rory Zipper is listed as Managing Partner and Financial Planner at ZEA FINANCIAL.
What is Rory Zipper's phone number?
AeroLeads has found 1 phone signal(s) with area code 631 for Rory Zipper at ZEA FINANCIAL.
Where is Rory Zipper based?
Rory Zipper is based in Syosset, New York, United States while working with ZEA FINANCIAL.
What companies has Rory Zipper worked for?
Rory Zipper has worked for Zea Financial, Center For Wealth Preservation, Massmutual Long Island Metro, Center For Career Development, Sound Wealth Financial Group, and Sentinel Solutions.
How can I contact Rory Zipper?
You can use AeroLeads to view verified contact signals for Rory Zipper at ZEA FINANCIAL, including work email, phone, and LinkedIn data when available.
What schools did Rory Zipper attend?
Rory Zipper studied at New York Law School.
What skills is Rory Zipper known for?
Rory Zipper is listed with skills including Retirement Planning, Estate Planning, Wealth Management, Insurance, Finance, Financial Services, Securities, and Investment Advisory.
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