Zappia Insurance - Pittsburgh & Cranberry PA Financial Advisor

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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 fiduciary 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.

11/02/2026

Learn AI, but with drinks and friends: Why workers are swapping happy hour for hackathon-style events.

11/01/2026

It’s hard to be too prepared for healthcare costs in retirement—and your HSA doesn’t lose its flexibility if you save more than you need. Starting at age 65, you can use HSA funds for any purpose without the additional tax penalty. Just remember: withdrawals for nonmedical expenses are general...

10/31/2026

This as-told-to essay is based on a conversation with Gary Brecka, co-founder of Ultimate Longevity Center.

10/30/2026

From concerns about the future to thoughts that the sector may be more stable than some think, it’s time for investors to look deeper, past fads and fears.

10/29/2026

Former SEC Chair Gary Gensler says history suggests today’s AI investment boom will not continue indefinitely. Gensler also weighs in on interest rates, monetary policy, financial stability, and the possibility that the U.S. has overbuilt AI infrastructure.

10/28/2026

German philosopher Rüdiger Safranski says AI feels like a new kind of insult. Will we still be happy being human in an age when AI becomes more intelligent than we are?

10/27/2026

An eight-figure exit gave entrepreneur Christine Landis more time, but motherhood and a new business taught her that real success is choosing how to spend it.

10/26/2026

Regulators warn that advisors and clients can’t use the conversions as a pass-through to avoid capital-gains taxes.

10/25/2026

Jet-fuel expenses have surged by tens of billions of dollars, but carriers say households are absorbing the increase in fares.

10/24/2026

The project is designed to increase annual production capacity from approximately 2.2 million tons to approximately 3.5 million tons while expanding the range of steel products manufactured for customers.

Address

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

Website

http://www.zappiainsurance.com/

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