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 25 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. In his day-to-day interactions with clients, Frank enjoys helping business owners maintain their retirement plans for employees as well as working with those employees to reach their financial goals. 

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. He holds the Series 7, 63 and 65 FINRA registrations through Cetera Advisor Networks LLC and is licensed to offer Life, Health and Variable products in the state of Connecticut. In addition, he is a Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF) advisor.

Frank is a published author, having written and had published many articles on financial topics throughout his career. He regularly provides workshops and seminars on financial issues to benefit the community and clientele he serves.

Frank actively gives back to the community where he lives and works by 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 attending BBQ contests as a Certified BBQ judge.

Leo grew up in rural Andover, CT learning to tinker on projects in the garage alongside his father who, after emigrating to the United States, became an engineer at Pratt & Whitney.  It was Leo’s father who taught Leo the value of hard work. 

Leo attended the University of Connecticut where he received his Bachelor of Arts in Political Science.

Prior to and during college, Leo served as an Army Reservist and was responsible for issuing and maintaining millions of dollars of equipment and supplies soldiers would need to complete their mission. He believes his work with families today is similar- he must maintain and protect clients’ savings so that one day, when they need it, their monies can be deployed for a new mission, whether it be for retirement, college, health care or some other use.

Since 2001, Leo has been working in the financial services industry, consulting with families and business owners by developing investment accumulation plans, retirement distribution strategies, estate and tax plans, as well as personal and business protection using life and long term care insurance.

In order to provide exceptional advice, Leo earned the AAMS advanced designation in financial planning and investment management as well as the CRPS retirement plans designation. His specialty is advanced financial, investment, retirement, and tax planning.

Today, Leo is married, has 2 children and lives on a quiet reservoir property in Manchester, CT where he enjoys mountain biking and hiking.

Credentials:

• AAMS- Accredited Asset Management Specialist
• CRPS- Certified Retirement Plans Specialist
• Series 7 General Securities license
• Series 66 Investment Advisor license
• CT Health & Life insurance license
• BA - University of CT 2000
• US Army 1995-1998

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice

With an affinity for helping others, John has been serving clients as a financial advisor since 2009. In his position here, he works intimately with clients to create simple solutions to their complex concerns.

John earned a degree in Finance from the University of Rhode Island before entering the financial services industry. He currently has his Series 7 and 66 registrations, as well as life and health licenses.

John is married to his wife, Elizabeth, who is a special education teacher. Together, they have a daughter, Amelia, and a son, James. When he’s not in the office, John enjoys playing a round of golf, biking, hiking and playing board games or card games with family and friends.

As a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative of Cetera Advisor Networks, LLC, Steve’s goal is to work with individuals and business owners to develop a comprehensive, cohesive, integrated financial strategy that fits their individual unique needs and enables them to pursue their short and long-term financial goals and objectives.

When working with clients, Steve encourages everyone to experience the full financial planning process in order to pursue their financial goals while identifying any strong or weak facets of their financial health. Embarking on this process together allows Steve to educate his clients on various investment options and risk management techniques, as well as empower them to make educated financial decisions on their own.

Working closing with his client's, Steve communicates with clients regularly as he reviews their investments and discusses any potential changes in their personal lives or financial situation. On the backend, Steve monitors and benchmarks all available investment options to keep top-rated investments accessible for his clients. In addition, he actively keeps current on short- and long-term economic forecasts and assists his clients with their everyday financial decisions - from budgeting and saving to long-term care planning. 

When working with clients, Steve focuses on critical planning areas including retirement, wealth management, investment and asset allocation, risk management, tax strategies, special needs, and estate and business continuity planning.

Outside of the office, he enjoys family dinners, music, exercise and playing golf.

Qualifications:

• CERTIFIED FINANCIAL PLANNER™
• Graduate of Bentley University with a bachelor of science degree in Accounting
• Graduate of the General Electric Financial Management Program
• FINRA Series 7 & 66 registrations
• Licensed in life, health and variable products
• Connecticut Long-Term Care Partnership Certified

Community Involvement:

• Member of the Society of Financial Services Professionals (FSP)
• Past board member of the Cheshire Chamber of Commerce (served as Treasurer)
• Past Special Olympics Connecticut local coordinator and golf coach

Cindy has been working in finance for over 15 years alongside industry leading companies like Charles Schwab and Royal Alliance. Cindy joined Jacobs Financial Partners in August 2021 as our Administrative Assistant extraordinaire.

Cindy has assisted in the process of helping thousands of clients pursue their financial goals.

She understands the importance and anxieties sometimes present in planning a financial future. With this knowledge, alongside her team, she brings an extra level of care and rigor to set clients on their best path forward.

Cindy lives in Ellington, CT with her husband Bill—a retired police officer with 26 years of service. She loves experimenting with new recipes, staying on top of the latest finance trends, antiquing, and keeping up with her four children spread across Oregon, California, and Connecticut.