Angelo Zappala is a Senior Financial Advisor who structures wealth accumulation, lifetime retirement income and wealth transfer on behalf of individuals, families, executives and business owners.
Angelo has developed and refined a process that explores all the financial aspects of his clients’ lives. He uncovers the real-life challenges and intangible risks that each client uniquely faces, and then fully explains the practical choices each client should consider.
His recommendations are always grounded in diligent wealth management, bringing advanced strategies within his clients’ reach, as he strives to serve as their trusted financial advisor.
This process helps to differentiate Angelo from other financial advisors.
Angelo has earned the Chartered Retirement Planning Counselor™, CRPC™ designation, maintaining advanced training to help clients in retirement planning.
Angelo is a legacy Banc of America Investment Services Financial Advisor since 2008. He holds an M.B.A. in Accounting from Fordham University, as well as a Master of Arts in History and a Bachelor of Science in Psychology, both from Northeastern University.
Community involvement is an integral part of how Angelo interacts with clients and communities. He is enthusiastically involved with volunteering and fundraising for New Jersey organizations such as CancerCare, Tomorrows Children's Fund, and Fulfill - the Foodbank of Monmouth County.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
