Jacobs Financial Partners LLC.

CONNECT

Address:

95 Glastonbury Blvd., Suite 210
Glastonbury, CT 06033

Phone:

860-657-8757

Fax/Other:

860-430-1706

Frank Zocco

Frank Zocco

CERTIFIED FINANCIAL PLANNER

Frank Zocco is a CERTIFIED FINANCIAL PLANNER™, and holds the Chartered Retirement Plans Specialist and Accredited Investment Fiduciary designations.He has been actively serving his accomplished corporate and individual clientele with their retirement plan and investment needs for more than 23 years. Frank prides himself on delivering innovative yet practice 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.

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 Voya), as well as Citizens Investment Services, where he consistently ranked as a top Financial Consultant. He holds the Series 7, 63, and 65 FINRA registrations through Voya Financial Advisors and is licensed 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 experience across various deserving professional and charitable organizations in the area. He is the past Chairman of the Advisory Council for the Salvation Army of Middletown. He is also past President of the Central Connecticut Business and Estate Planning Council as well as a past President of Middletown Little League. He was a Founding Member of Leave-A-Legacy of Middlesex County. 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.

Frank resides in Newington with his wife and two children. In his spare time Frank enjoys music, photography and judging BBQ contests.

Phone 860-657-8757
Fax 860-430-1706
Mobile Phone 860-316-2934