Zarra Wealth Management

Advisors

Christopher Zarra

Christopher Zarra

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Zarra's website
James Kelly

James Kelly

Financial Advisor

Visit James Kelly's website

Team

Michele Welch

Michele Welch

Paraplanner,

Client Service Manager

Qualifications

  • Bachelor's Degree from Hunter College
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Over 18 years of marketing and client service experience

Roles & Responsibilities

  • Assisting in the financial planning process
  • Client Service
  • Marketing and branding
  • Practice communications
  • Scheduling appointments
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