Joe Zappia, CRPC - Altoona PA Financial Advisor

Joe Zappia, CRPC - Altoona PA Financial Advisor Altoona PA Fiduciary Financial Advisors, Wealth Management, Medicare & Health Insurance đź’°Worried about running out of money in retirement?

Can't find a way to safely protect & grow your money? Is your advisor retiring or changing jobs? - Message us 📲 or call 1-800-569-2867
Altoona PA Financial Advisors - Bellefonte - Port Matilda - Lock Haven - Hollidaysburg - Philipsburg - Bedford - Somerset PA
Licensed fiduciary working together with Robert J. Knox and our team of advisors. Providing Insurance and Financial Planning Services to the

Altoona, State College, Johnstown Metropolitan Area. Many other financial advisors in Altoona, PA are not fiduciaries. Unlike most other advisors, we are a licensed fiduciary team with many years of experience – required by law to work in the client’s best interest. As non-captive, independent advisors, we are not limited to one company OR one type of product. We use both Strategic and Tactical Money Management. With Tactical Money Management – if the market is falling, we can move money to safety to minimize losses and can get back in as the market is rising. We use funds designed to keep fees and expenses low. We enjoy and value long-term relationships with our clients rather than having a merely transactional business. While many other advisors are retiring soon, Joe plans on working for 30 more years!

2024 - Readers' Choice Winner for Best Financial Planning - Tri-County Weekend Newspaper

2021, 2023-2025 - Voted Gold - Best Financial Planners in the Best of Tri-County! Joe Zappia, III, CFEI attained the CRPC® - Chartered Retirement Planning Counselor (SM) designation conferred by the College for Financial Planning

Medicare Agent & Broker Altoona PA - Joe Zappia. 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. CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation. The 2021 and 2023–2025 Gold Awards for Financial Planner and the 2022 Silver Award for Financial Planner by Best of Tri-County, as well as the 2024 Reader’s Choice Award for Financial Planner and the 2016 Reader’s Choice Award for Best Insurance Agency by Tri-County Weekend Newspaper, were awarded based on community nominations and voting. Advisors were permitted to vote for themselves, and voters were able to vote once per day. Third-party awards do not guarantee future performance or client satisfaction. No compensation was provided in connection with these recognitions. Investment Advisory Services offered through Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities.

07/13/2026

A “dementia directive” can spell out your wishes at various stages of the disease. Even if you don’t have dementia, it doesn’t hurt to plan.

07/12/2026

Early detection for all sorts of ailments will allow doctors to treat conditions before a lot of damage is done

07/12/2026
07/11/2026

The US launched fresh airstrikes on Iran and revoked a waiver that allowed it to sell oil globally. Bloomberg Economics' Chris Kennedy has more on what that means for the future of oil prices "Balance of Power: Evening Edition."

07/10/2026

Job openings rose to a two-year high in May, while consumer confidence in the job market sank to its lowest level since the pandemic. Hiring remains low despite the uptick in job openings. The two reports showed a continuing trend: hard data indicate the economy is on a solid footing, while the publ...

07/09/2026

Trump’s tariffs, threats against Greenland spurred a rebellion by top leaders; the limits of “flattery diplomacy.”

07/08/2026

Gold prices have fallen significantly this year, with spot gold down 7% year-to-date through the first half and 28% from its January high. Central banks are expected to increase gold reserves, potentially supporting prices in the second half of the year.

07/07/2026

People are living longer nowadays. According to the Centers for Disease Control and Prevention (CDC), the average life expectancy at birth in 2024 was 76.5 years for males, 81.4 years for females, and 79 years for both sexes. But these averages don’t tell the whole story. Medical advances mean mor...

07/06/2026

New borrowing limits and fewer repayment options for student loans take effect, affecting parents, undergraduates and graduate students.

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210 E. Plank Road , Ste. 1C
Altoona, PA
16602

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