Rory Zipper Email and Phone Number
Rory Zipper phone numbers
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.
Zea Financial
View- Website:
- zeafinancial.com
- Employees:
- 6
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Managing Partner And Financial PlannerZea FinancialSyosset, Ny, Us
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Managing Partner/Financial PlannerZea Financial Jul 2012 - PresentSyosset, New York, UsRory 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.
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Managing Director, Financial PlannerCenter For Wealth Preservation May 2016 - PresentSyosset, New York, Us -
Agency Managing DirectorMassmutual Long Island Metro, Center For Career Development Mar 2016 - PresentThe 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.
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Principal DirectorSound Wealth Financial Group Jan 2015 - Jan 2016
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Director Of Career Enhancement | Wealth Manager | Corporate BenefitsSentinel Solutions Jun 2012 - Dec 2014Sentinel 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
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Vice PresidentAxa Advisors Llc. Jan 2002 - Jun 2012New York, Ny, UsI facilitate financial Advisors in their career advancement. -
InternNew Jersey Cardinals 2000 - 2000
Rory Zipper Skills
Rory Zipper Education Details
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New York Law School -
Seton Hall UniversitySports Management With A Backing In Criminal Justice And Legal Studies
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University Of Massachusetts Amherst
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Dwight Englewood
Frequently Asked Questions about Rory Zipper
What company does Rory Zipper work for?
Rory Zipper works for Zea Financial
What is Rory Zipper's role at the current company?
Rory Zipper's current role is Managing Partner and Financial Planner.
What is Rory Zipper's direct phone number?
Rory Zipper's direct phone number is +163138*****
What schools did Rory Zipper attend?
Rory Zipper attended New York Law School, Seton Hall University, University Of Massachusetts Amherst, Dwight Englewood.
What skills is Rory Zipper known for?
Rory Zipper has skills like Retirement Planning, Estate Planning, Wealth Management, Insurance, Finance, Financial Services, Securities, Investment Advisory, Investments, Wealth, Wealth Management Services, Strategic Financial Planning.
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