OakTrust Wealth Advisors

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. We provide comprehensive wealth management services to a select group of individuals and businesses, including:

  • Individuals in financial transition (i.e. employment disruption, marital status change)
  • Retirees and pre-retirees
  • Business Owners

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.



Check the background of investment professionals associated with site on FINRA's BrokerCheck.

Nicholas zizzadoro

CPA, PFS, ChFC, CLU

Direct Dial - 203.563.0044

Email - nzizz@oaktrustllc.com

LinkedIn - www.linkedin.com/in/nickzizzadoro


Nick is a Managing Partner and Co-Founder of OakTrust Wealth Advisors and has over 25 years of industry experience. He works with a select group of families and individuals providing comprehensive wealth management services such as Retirement Planning, Investment Management, Estate and Trust Planning, and Insurance Planning.


Prior to founding OakTrust, Nick was Vice President at Cowen Investment Banking, Senior Financial Analyst at Cowen Asset Management, and an Accountant and Consultant at Price Waterhouse.


Nick grew up in Syosset, New York. He graduated from Hofstra University in 1993. He was a member of the Hofstra men's soccer team and recognized as a top scholar/athlete.


Nick currently resides in Wilton, Connecticut with his wife, Nancy, and their four children, John, Michael, Andrew and Kaitlyn. He enjoys coaching or watching his childrens' soccer and basketball games. In his free time, he enjoys playing paddle tennis and racquetball.


Nick's registrations, licenses, designations and memberships include: 

  • CPA - Certified Public Accountant
  • PFS - Personal Financial Specialist awarded by the The American Institute of Certified Public Accountants
  • ChFC - Chartered Financial Consultant awarded by The American College
  • CLU - Chartered Life Underwriter awarded by The American College
  • Life and Health Insurance Agent
  • FINRA Series 7 (Registered Representative with LPL Financial)
  • FINRA Series 24 (Registered Principal with LPL Financial)
  • AICPA - Member of The American Institute of Certified Public Accountants

Check the background of investment professionals associated with site on FINRA's BrokerCheck.

Thomas Papa, CPA

Direct Dial - 631.858.0637

Office: 203.563.0044

Email - tpapa@oaktrustllc.com

LinkedIn - www.linkedin.com/in/thomasjpapa


Tom is a Managing Partner and Co-Founder of OakTrust Wealth Advisors and has over 30 years of industry experience. Prior to founding OakTrust, he was a Vice President at Goldman Sachs Private Wealth Management, Director at Cowen Asset Management, and Senior Accountant at Price Waterhouse.


Tom's comprehensive knowledge of Wealth Advisory strategies and the Financial Services industry allows him to provide advice based on strict fundamentals. His insight is invaluable when coupled with an independent perspective.


Tom grew up in New Hyde Park, New York. He graduated from St. John's University School of Business in 1988.


He currently resides in Dix Hills, NY with his wife Helen and their twins, Jonathan & Alana. In his free time, Tom enjoys playing golf and traveling with his family.


Tom's licenses, designations and memberships include:

  • CPA - Certified Public Accountant
  • Life and Health Insurance Agent
  • FINRA Series 7 (Registered Representative with LPL Financial)
  • FINRA Series 24 (Registered Principal with LPL Financial)
  • AICPA - Member of The American Institute of Certified Public Accountants

Check the background of investment professionals associated with site on FINRA's BrokerCheck.

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