Robert can analyze your overall financial situation, provide guidance and assistance on a broad range of financial topics, including:
You can count on Robert’s expertise, education, and integrity in order to help you obtain the most beneficial financial results you desire to achieve. Robert served in the Air Force. He enjoys traveling, lifting weights, watching high school and college wrestling, and spending time with his children and grandchildren. Robert and his late wife Nina owned the Bechtel Agency for many years.
He has over 20 years of business experience, including 13+ years in the insurance & financial planning industry, working with his father Joseph C. Zappia, Jr., CLU, BSCD, from 2005 until his father’s death in 2014.
As a younger wealth manager, Joe plans to work for the next 30 years. He can be reached in Pittsburgh at (412) 816-2212, in Du Bois at (814) 371-4901, or in Altoona at (814) 943-3660 Ext. 104. He believes in education and is a life-long learner. In addition to Continuing Education and Re-Certification requirements, he recently earned the Certified Financial Education Instructor (CFEI) designation awarded by the National Financial Educators’ Council. He enjoys traveling, is health-conscious and regularly walks outside or lifts weights at the gym. As a former athlete, he watches Penn State & Steelers Football and Pirates Baseball. Joe loves music and singing. He was in chorus and marching band in high school and college. The dedication & discipline learned in the band has carried over into his business life. When others have quit, he continues on and is successful. Joe feels that it’s important to be active in the community. He enjoys volunteering for the Jaycees, the YMCA, Run/Walk for Someone Special, the MS Walk, and the Salvation Army. In college, he helped with Habitat for Humanity. What's the Safe Money Places Agent Network?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH. Please visit our educational website www.SafeMoneyPlaces.com for more information. |
ASK US A FINANCIAL QUESTIONEveryone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers.
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Contact Us:Robert J. Knox and Joseph C. Zappia, III, CFEI
Venn Financial Solutions 1-888-541-9180 Need Help Making a Financial Decision? |
DISCLAIMER:
Altoona PA Financial Advisors - Robert J. Knox and Joseph C. Zappia, III, CFEI, of Venn Financial Solutions offer Investment Advisory Services through their registration with Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do not warrant anything on this website, although we hope everything is accurate. We do not provide legal advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a financial professional about your personal situation before making any financial decisions. INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS: We provide links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites. |
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