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
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Credentials

  • Senior Portfolio Manager
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402

Email Me

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

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

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UBS is a leading and truly global wealth manager

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