About Us

Joe Zappia, III, CFEI, BS MIS, Manager/Financial Advisor

Certified Financial Education Instructor


Joe Zappia, III, is an award-winning insurance agent and financial planner.  He is a graduate of Clarion University with a Bachelor of Science Degree in Management Information Systems, a business-related degree.
He is a member of the DuBois Area Jaycees, the Greater DuBois Chamber of Commerce, and is a past board member of DuBois Business Networkers.
He has over 15 years of business experience, including over a decade in the insurance & financial planning industry.
He can be reached at (814) 371-4901,
(412) 265-6383, or 1-800-569-2867.

Working Together With Robert J. Knox, CFP®

Certified Financial Planner

Robert J. Knox has over 36 years of experience in the Insurance and Financial Profession.

Years ago Robert’s mentor, Roland Bechtel, taught him the single most valuable lesson was to successfully help clients achieve their financial goals.
Mr. Knox feels following a “Safe Money” mindset can help you create a comfortable & soothing financial environment. Robert can analyzing your overall financial situation, providing guidance and assistance on a broad range of financial topics, including:· Planning for health care protection and long-term care needs.· Structuring distributions from pensions, 401(k)s, 403(b)s, IRAs and Social Security for a secure lifetime income.· Developing effective estate planning strategies.You can count on Robert’s expertise, education, and integrity in order to help you obtain the most beneficial financial results you desire to achieve.

In Memory of: Joseph C. Zappia, Jr., CLU, Founder

2013-Final Photo

Joe Zappia, Jr., was a graduate of Penn State University with a Bachelor’s Degree in Community Development and an Associate’s Degree in Business.He held the Chartered Life Underwriter (CLU) designation from the American College and had won many awards.
He had over 35 years of experience in the insurance and financial services industry.
He served in the United States Army Reserves.
He passed away on December 22, 2014.
Robert J. Knox, CFP and Joseph C. Zappia, III, BS MIS, of Venn Financial Solutions offer Investment Advisory Services through their registration with Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor.
Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities.

Comments are closed.