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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 Gifts that keep on giving

    Your clients’ complex financial lives offer major opportunities.

    February 6
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Succession planning for wealth management

    Everyone benefits from a well-thought-out plan, including staff and clients.

    December 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think The financial planner in times of trouble ...

    In volatile markets, client education and constant communication are ke

    November 29
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Gilding the golden years

    Guiding clients into and through retirement.

    October 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Creating raving fans for a PFP practice

    Firms need to focus on actively encouraging client referrals.

    October 3
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Mining the tax return for planning opportunities

    Tax services segue naturally in to wealth management and financial planning services.

    September 4
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think The softer side of wealth management

    Technical expertise is important, but what really matters in financial planning is the relationship.

    August 1
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Conflict resolution in financial planning

    There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.

    July 3
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Fostering post-tax season growth in wealth management

    Now is the time to fill in the gaps in your clients' financial plans.

    May 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Financial planning as a growth engine

    Adding wealth management is a great way to turbo-charge a practice.

    May 3
    John P. Napolitano
    John P. Napolitano
    Napier Financial
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