Retirement planning. It's about time.

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Three generations in front yard

D Chris Zocco, CFP®

Senior Vice President–Wealth Management

Senior Portfolio Manager

Chris has provided comprehensive financial planning and asset management for 25 years. He began his career as a financial advisor in 1995 with Piper Jaffray, which later evolved into UBS Financial Services Inc. Chris graduated from Seattle University, gaining a Bachelor's Degree in Business Administration. He went on to obtain his Certified Financial Planner™ (CFP®) certification in 2002 and Master of Science with an emphasis in financial planning in 2007. Chris has participated in the UBS Wealth Advisor training program for elite advisors.

Chris is an avid mountain bike rider and enjoys spending time with his wife Sheri and two sons Jacob and Brady. He also regularly contributes to the YMCA of Pierce and Kitsap County and is a member of the organization's Endowment Investment Committee.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IN
  • KS
  • LA
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY


  • Senior Portfolio Manager
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402
  • (253) 428-3953

Email Me

D Chris Zocco, CFP® is also part of:
Soundview Group

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager