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.
Robert J. Knox, CFP® and
Joseph C. Zappia, III, CFEI
Venn Financial Solutions
Need Help Making a Financial Decision?
Altoona PA Financial Advisors - Robert J. Knox, CFP® 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.
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