Zappia Insurance - Pittsburgh & Cranberry PA Financial Advisor

Zappia Insurance - Pittsburgh & Cranberry PA Financial Advisor Monroeville, Cranberry PA Fiduciary Financial Advisors, Wealth Management, Medicare & Health Insurance We use funds designed to keep fees and expenses low.

Robinson Township PA Financial Advisor & Wealth Management, providing Insurance & Financial Planning Services to the Greater Pittsburgh, Oakdale, South Fayette PA, Butler, Beaver, Treesdale, Gibsonia PA Metropolitan Area. - Health - Life - Auto - Home - Business - Monroeville PA Financial Advisor

Many other financial advisors are not fiduciaries. Unlike most other advisors, we are a licensed fidu

ciary 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 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. 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. 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. 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. Likes, endorsements, awards, and recommendations should not be considered a positive reflection of the services or advice offered by Joseph C. Zappia, III, CRPC®, CFEI, Robert J. Knox, and/or Zappia Insurance & Financial Group, and/or Venn Financial Solutions.

07/18/2026

The US Bureau of Labor Statistics said that the Consumer Price Index fell 0.4% in June, bringing the inflation rate over the past 12 months down to 3.5%. That’s good but not good enough.

07/17/2026

Stay-at-home parents face a nightmare scenario in divorce. More are trying to avoid it.

07/16/2026

The technology has arrived in the drug lab. But should investors pay up for it?

🏆 We're Honored to Be Nominated for Best of Tri-County! 🏆Your trust and support have meant everything to us over the yea...
07/16/2026

🏆 We're Honored to Be Nominated for Best of Tri-County! 🏆

Your trust and support have meant everything to us over the years. Because of clients, friends, family, and our amazing community, we've had the privilege of earning multiple Best of Tri-County awards—and we'd be honored to have your vote again this year!*

If we've helped you with:
✅ Retirement Planning
✅ Investment Management
✅ Medicare Planning
✅ Social Security Strategies
✅ Tax-Efficient Retirement Income
✅ Estate & Legacy Planning
..or if you've simply appreciated our educational content, we'd be grateful for your support.

🗳️ Vote here:
Joe Zappia, III, CRPC® & Team – Venn Financial Solutions
https://bestoftri-county.com/vote/joezappiaiiiteamvenn/

🗓️ Voting ends Wednesday, July 29 at 5:00 PM, and you can vote once each day until then.

Thank you for allowing us to serve the Tri-County community. We don't take your trust—or your vote—for granted. We look forward to helping individuals and families pursue financial confidence for many years to come.

❤️ Thank you for your continued support!

*Gold for Financial Planning 2021, 2023, 2024, 2025, and Silver 2022. Awards were based on community nominations and voting; self-voting permitted and voting allowed once per day. Third-party awards do not guarantee future performance or client satisfaction. No compensation was provided.

Vote for Joe Zappia, III, CRPC® & Team - Venn Financial Solutions through Wednesday, July 29th at 05:00 pm

07/15/2026

Reduce the tax drag on stock returns with strategies including ETFs, tax-loss harvesting, exchange funds, opportunity zones and buy-and-hold.

07/14/2026

Compare Trump Accounts and 529 plans to see which savings tools reach families, and support children who need assets most.

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

Address

Venn Financial Solutions/Pittsburgh, Altoona, Du Bois/201 Penn Center Boulevard , Suite 400
Pittsburgh, PA
15235

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