Joe Zappia, III, is a nationally recognized fiduciary financial advisor and Medicare insurance specialist serving clients in DuBois, Altoona, Pittsburgh, and beyond. With nearly 20 years in the insurance and financial planning industry—and over 25 years of business experience—Joe is dedicated to helping individuals and families protect, grow, and preserve their wealth for a secure future.
As Owner and Senior Financial Advisor at Venn Financial Solutions, Joe and his team focus on long-term client relationships, providing independent, personalized financial strategies. His expertise spans retirement planning, Social Security and Medicare guidance, wealth management, and financial literacy education.
Joe Zappia and his team are committed to providing the personalized financial guidance you need to achieve your long-term goals. Contact Joe today to take the next step toward securing your financial future with a trusted advisor who puts your needs first.
We Can Help With
- Annuities
- Dental/Vision Insurance
- Disability Insurance
- Estate Planning
- Final Expense Insurance
- Financial Advice
- Health & Medical Insurance
- Life Insurance
- Long-Term Care Insurance
- Medicare Plans
- Retirement Income Planning
- Retirement Planning
- Social Security Issues
- Supplemental Insurance
- Tax Planning
- Wealth Management
- & Much More
Designations & Licenses
- CRPC® – Chartered Retirement Planning Counselor ℠
- CFEI® – Certified Financial Education Instructor ℠
- CMIP® – Certified Medicare Insurance Planner™
- Licensed fiduciary in Du Bois PA
Awards Received
- 2020 Who’s Who in America Honoree by Marquis Who’s Who
- 2019 & 2020 Foremost Under 40 Honoree by Pennsylvania Business Central
- Multi-Year Nominee for Best Financial Advisor/Financial Planning Firm by Priority Communications’ Best of Tri-County (Youngest Financial Firm Owner to be Nominated)
- Multi-Year Readers’ Choice Nominee for Best Financial Advisor/Financial Planning Firm by Tri-County Sunday & The Courier-Express Newspapers
Professional & Business Involvement
- Alumni member of the DuBois Area Jaycees
- Alumni member of the Greater DuBois Chamber of Commerce
- Past board member of DuBois Business Networkers
Community Involvement & Volunteering
- Judge of Elections for the 5th Ward in DuBois
- Volunteer for the Jaycees, the YMCA, Run/Walk for Someone Special, the MS Walk, and the Salvation Army
- Former College Volunteer for Habitat for Humanity
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