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John P. Napolitano
johnnapolitano110.jpg
Job title
Founder and CEO
Company/organization
Napier Financial
AT Think
About

As founder and CEO of Napier Financial, John Napolitano, CPA, PFS, CFP, RLP, is a practicing financial advisor with approximately three decades of experience, working with families and small businesses to provide proactive guidance to help them make sound financial decisions. Prior to founding Napier Financial (formerly U.S. Wealth Management), he led Napolitano & Co., an accounting firm serving small and midsized businesses as well as high-net-worth individuals. In 1992, he separated Napolitano & Co.’s wealth management operations from its accounting business, establishing U.S. Wealth Management as an independent firm. A well-known financial advisor, writer, instructor, broadcast commentator and noted authority on financial planning within the financial community, Napolitano holds a B.S. in Accounting from Bentley University, as well as an M.S. in Taxes from Bentley’s McCallum School of Business. He currently serves on the Advisory Board for Bentley University’s graduate programs in taxation and financial planning, and has been a member of the Board of the Financial Planning Association of Massachusetts for the past 10 years, serving as president in 2012 and as chairman for 2013.

Areas of expertise
Client strategiesWealth managementFinancial planning
Connect with John in real-time
  • About John
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CONTRIBUTED STORIES
  • AT Think Blow the dust off that financial plan

    It’s important to regularly revisit your clients' future with a fresh set of eyes,

    November 2
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Leading business owners to the exit

    Clients need to start planning for a potential sale of their business now.

    September 2
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Serving your client’s entire family tree

    It’s important to have intergenerational conversations with clients and their families.

    August 2
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Finding the gaps in a client’s financial plan

    Why your clients probably need a financial planning audit.

    June 29
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Tax changes in the wind

    Financial planning clients need to start preparing for potential legislative upheavals now.

    June 2
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Finding your firm's fan base

    Client referrals are a great way to grow your financial planning practice — provided you can get them.

    April 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Advisors, assemble!

    Staffing and compensating a financial planning practice starts with the right model.

    March 26
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Ensure they’re insured

    CPA financial planners should play a major role in giving life insurance advice to their clients.

    March 1
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Investigating alternatives: Understanding the needs of high-net-worth investors

    Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

    February 3
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Taking it from the top in financial planning

    A new year offers a chance for a new start with clients.

    December 31
    John P. Napolitano
    John P. Napolitano
    Napier Financial
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