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Rory Zipper

Rory Zipper

Managing Director

Rory joined Center for Wealth Preservation (CWP) in 2018 to form a larger cohesive team offering more to his clients and those he brings to the Agency. As the cofounder of Zipper Eisner Associates (ZEA) and now the Managing Director of CWP, Rory specializes in helping people perform at them best. With over fifteen years of experience in the financial services industry, 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 partnered with Michael Eisner to establish ZEA Financial. As a planner and mentor, 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 Bachelor of Science in Business with a major in Sports Management and minors in Criminal Justice and Legal Studies. While attending New York Law School, Rory entered the financial services industry in 2002 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 developed his knowledge 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 (General Agent of Guardian Eastern Long Island) 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. Five time Management Leadership Award recipient (2005-2011), GAMA International (2005-present), as well as multiple Frontline Leader (2005-2009, 2012-2014) and International Management Awards (2005-2009, 2012-2014). Actively involved in his community, Rory is a member of multiple organizations such as Long Island Cares (2005-present) and Board Member of United Way (2005-2009). He currently serves on the board of his Homeowners Association (2010-present).

Outside of the office, Rory coach’s basketball, soccer, and baseball. He enjoys spending time with his wife, Jaime, and their two children, Logan and Chloe.

Rory Zipper is a registered representative of and offers securities and investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. www.SIPC.org Center for Wealth Preservation Associates are not subsidiaries or
affiliates of MML Investors Services, LLC, or its affiliated companies. OSJ 2929 Expressway Drive North, Suite 200, Hauppauge, NY
11749 (631) 851-5800.

CRN202107-248669

 

Contact Info

Phone:   631-257-7475
E-Mail:  RZipper@FinancialGuide.com

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