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 Voya Financial Advisors 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.
When Leo served in the Army, the government entrusted him with issuing and maintaining millions of dollars’ worth of equipment and supplies that soldiers would need to complete their mission. Serving in the Quartermaster Corps, “the Sustainer of Armies,” he had to keep accurate records of all equipment including vehicles, weapons and other tools unique to the unit and issue them in working order for use in the field. If there was any damage or wear, he had to repair or replace them in order to ensure his soldiers had everything they needed to get the job done. Leo also had to train individuals on proper use and maintenance in order to maximize the reliability and lifespan of the equipment. In addition, he supplied them with food while deployed in the field, which made him a popular figure amongst the troops. Simply put, an army cannot operate without a Quartermaster and a solid supply chain of support behind it.
Leo’s career in financial planning is not much different. Since 2002, clients have entrusted him with their valuable savings so that one day when they need it, he can be there ready to help them deploy their monies for a new mission - whether it be for retirement, college or some other use out in the world. They have expected him to keep accurate records and maintain their investment and retirement dollars so that monies are available when clients need them most.
Leo spends time with clients understanding their needs and finds solutions by utilizing his nearly 20 years of experience. He applies his skillset in financial planning, investment management, and risk management to create customized plans for individuals and business owners. He starts with identifying and analyzing the client’s current status and future goals then offers projections, choices, and guidance in the decision-making process. He then helps by implementing investment and insurance strategies as well as maintaining those accounts over time by making frequent contact, educating, and addressing life events as they happen. Leo takes pride in being able to be a resource when people need him most.
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 Voya Financial Advisors, 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 meet 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 meet 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.
In his spare time, Steve instructs an educational financial course for individuals and families called, “Financial Strategies for Successful Retirement.” Outside of the office, he enjoys family dinners, music, exercise and playing golf.
Brian Armogida is a CERTIFIED FINANCIAL PLANNER™ professional, serving others with their financial needs for over 23 years. In his position, Brian helps his clients plan for and meet their financial needs, such as securing financial independence in retirement or making tailored investment recommendations. He meets with individuals and families regularly, always being sure to stay in tune and proactive to their financial needs.
Brian earned his Master’s Degree in Business Administration (MBA) and currently holds the Series 7, 63 and 66 FINRA registrations through Voya Financial Advisors. In addition, he is licensed to offer Life, Health and Variable products in the state of Connecticut.
Brian started his career in the financial services industry in 1983 as a commercial banking officer at a major commercial bank in Hartford, Connecticut. He transitioned to the personal financial planning and investment profession in 1997, establishing a branch for the firm of Edward Jones in Manchester, Connecticut.
Outside of the office, Brian volunteers as a mentor and tutor at Manchester Community College where he helps local students reach toward and achieve their academic goals.
Renee graduated from Central Connecticut State University in 2016 with a bachelor’s of science degree in Finance. She got her start at Voya as a summer intern, where she attended the 2015 Women's Conference for Voya Financial Advisors. Shortly after her internship with Voya ended, Renee began working as an intern for John Jacobs. With a brief break to decide on her career path, Renee is now a permanent part of our team at Jacobs Financial Partners, LLC.
Renee believes that sound financial planning offers our clients a path they otherwise may not have thought possible or weren’t sure how to reach. Working in a supportive role to the advisors in our office, she handles general inquiries from existing clients, helps prepare for meetings, follows up with clients and enters, organizes and maintains data.
Renee currently lives in Suffield with her husband, Dan, their daughter, Everly, and the family’s two dogs, Ranger and Mabel. In their free time, Renee and her family enjoy watching drag racing at the Lebanon Valley Dragway in New York as well as help her husband’s family restore their generations-old family farm and home.
Whether it’s in person or over the phone, Ana will be the first to greet you with enthusiasm and warmth. As a passionate and helpful member of our team, she believes in the ability for financial planning and financial stability to help the wheels of life turn a little smoother. She currently serves as a Notary Public for our office and is working toward establishing her Life and Health license shortly.
Before joining Jacobs Financial Partners, Ana gained valuable financial insights working in the insurance field.
Ana is passionate about motherhood, spending the majority of her time outside of work running her daughter to and from extracurricular activities (dance, baseball practice and games, etc.). In her free time, she enjoys volunteering at community centers, soup kitchens and local libraries, or you can find her practicing her aim at shooting darts.
Was employed since 1978 in financial services business.
Company owner: Jacobs Financial Partners, LLC
Special Awards & Accomplishments
*2016 FT 401 Disclosure: The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven prima
ry areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.
** Results based on a survey of attorneys and their employees conducted by the CT Law Tribune. Their choices for “the Best” reflect companies that won the loyalty and support of Connecticut's legal community.