The Team

Zarra Wealth Management

Our Advisors

Christopher Zarra

Christopher Zarra

Private Wealth Advisor

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Designations

CFP®, ChFC®, CFS®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, 1990, Marketing/Finance Canisius College, Buffalo NY
CA Insurance #0I28224

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Edward Lucci

Edward Lucci

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

Hofstra University, Bachelor of Business Administration/Accounting

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James Kelly

James Kelly

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits

Education

University of Delaware, Bachelors Degree in Finance

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Our Staff

Michele Welch

Michele Welch

Paraplanner

Client Service Manager
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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