Welcome to OakTrust Wealth Advisors, an independent investment management and retirement planning firm managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA. OakTrust is an independent company. At OakTrust, you are our only focus. We'll take the time to understand your unique needs, communicate with you on an ongoing basis and develop a trusting relationship.
We'll help you simplify the demands of managing your wealth so you'll be able to devote more time to your business, your personal endeavors and your family. We'll organize your assets, asset allocation strategy, insurance, and financial & estate plans to help simplify, consolidate and integrate every aspect of your financial future.
We'll help you simplify the demands of managing your wealth so you'll be able to devote more time to your business, your personal endeavors and your family. We'll organize your assets, asset allocation strategy, insurance, and financial & estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Services
OakTrust will help guide you along the path to, and through, retirement. No matter where you are in life, we'll provide guidance and services to help you prepare for retirement on your terms. We'll review your current financial situation to understand your short and long-term objectives such as risk tolerance, return objectives, liquidity and income requirements.
Tom Papa and Nick Zizzadoro began their careers (Tom in 1988, Nick in 1993) at "Big 4" accounting firm, Price Waterhouse. At Price Waterhouse, Tom and Nick became CPA licensed. This was during the height of the internet boom. Tom and Nick commuted together 2-hours each way into lower Manhattan.
During this time, they often discussed the sales culture of Wall Street, its biased research reports, and the lack of independent advice that investors were receiving.They began discussing the possiblity of establishing an "independent" financial services practice of their own, with a focus on providing objective advice to families and individuals.
During this time, they often discussed the sales culture of Wall Street, its biased research reports, and the lack of independent advice that investors were receiving.They began discussing the possiblity of establishing an "independent" financial services practice of their own, with a focus on providing objective advice to families and individuals.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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