$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
Credentials
D Chris Zocco, CFP® is also part of:
Soundview Group
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager