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Rory Zipper

Financial Planner

516.257.7475

rzipper@financialguide.com

LinkedIn

As Co-Founder and Managing Partner, Rory empowers clients to take charge of their financial future. After working for a variety of firms, he recognized a growing need for truly tailored client strategies and establish ZEA Financial. As a planner and coach, Rory utilizes his coaching and sports management background to help clients realize their full financial potential. In addition to developing the next generation of financial planners, Rory is driven to evolve the financial services industry into a more client-centric and innovative industry.


A graduate of Seton Hall University, Rory earned his BSB in Sports Management with minors in Criminal Justice and Legal Studies. While attending New York Law School, Rory entered the financial services industry as a Financial Advisor with AXA Advisors in Manhattan. After his promotion to Vice President in 2005, Rory transferred to the Long Island branch where he would enrich his expertise in Estate Planning and Protection Strategies. In 2012, Rory accepted a Managing Director position with Sentinel Solutions in New York City and was quickly appointed Principal Director of Sound Wealth Financial Group in January of 2015 where he won the “New Agency of the Year” Award. Throughout his financial representative and wealth management career, Rory has received numerous industry awards and honors for his dedication to client and advisor success.


Actively involved in his community, Rory is a member of multiple organizations and currently serves on the board of his homeowner's association. Outside of the office, Rory enjoys spending time with his wife, Jaime, and their two children, Logan and Chloe.


I am licensed to sell Insurance Products in the following jurisdictions:
Arizona, Connecticut, Florida, New Jersey, New York, New Mexico, Massachusetts

I am licensed to sell Securities Products in the following jurisdictions:
Connecticut, New Jersey, New York

Rory J. Zipper , Syosset, NY, CA Insurance Lic.# AE41053

State of Domicile: NY

CRN202410-968652

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Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111-0001) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


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