• Frank P. Zocco, Jr., CRPS, AIFNeighbor

  • Middletown, CT

Frank Zocco is a Retirement Plans Specialist/Wealth Advisor affiliated with NorthStar Wealth Partners. He has been actively serving his accomplished corporate and individual clientele with their retirement plan and investment needs for over fifteen years. Frank prides himself on delivering innovative yet practical financial guidance, which coupled with his in-depth knowledge of 401(k), 403(b) and 457 plan placements differentiates him and his approach to financial management and implementation services.   <br><br>Frank started his career as a fee-based financial advisor with American Express Financial Advisors. There he was awarded the Mercury award, which was given to new advisors that showed promising career potential.  After leaving American Express he worked for Aetna Financial Services (now ING), as well as Citizens Investment Services, where he consistently ranked as a top Financial Consultant. He holds NASD series  7, 63, and 65 licenses, and is authorized to offer Life, Health and Variable products in the state of Connecticut. Frank is a published author, having written and had published many articles on financial topics throughout his career.  He regularly provides workshops and seminar on financial issues to benefit the community and clientele he serves.

Frank actively gives back to the community where he lives and work offering both his time and expertise across various deserving professional and charitable organizations in the area. He is currently the Chairman of the Advisory Council for the Salvation Army of Middletown. Frank is also the acting President of the Central Connecticut Business and Estate Planning Council, as well as a Board Member of the Kiwanis Club of Middletown. He is a Founding Member of Leave-A-Legacy of Middlesex County, and also sits on the Board of Ahern Whalen Baseball. He is a proud former member of the Rocky Hill Volunteer Ambulance, where he was an Executive Board Member.  In addition, he is also a former Advisor to the Rocky Hill Police Explorers.<br><br>Frank resides in Middletown with his wife and two children. In his spare time Frank enjoys music, photography and being a youth baseball coach.     

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