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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 Generational issues: Dealing with your clients’ families

    Financial planners need to engage with the next generation -- for both their sakes.

    April 1
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think M&A and PFP

    Improving your financial planning practice via mergers and acquistions.

    March 4
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Ask what others don’t this tax season

    Clients' returns raise crucial planning questions.

    February 1
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think The family office for your firm

    Are you ready to step up to this level of service?

    December 24
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think The fourth quarter can be a game changer

    An aggressive posture in financial planning now can make all the difference.

    October 25
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Risk is a four-letter word

    Protecting yourself can help you protect your clients in financial planning.

    October 4
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Can advisors ever be replaced by robots?

    Financial planners need to find answers to the machine threat.

    July 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Repairing your financial planning practice

    Does your wealth management division need fixing?

    June 28
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Financial planners and the cobbler’s children

    CPA advisors need to do more planning for themselves.

    May 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Planning for the day after

    Helping business-owner clients with succession planning is a must.

    May 4
    John P. Napolitano
    John P. Napolitano
    Napier Financial
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