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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Lets connect
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
Lets connect
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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