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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
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CONTRIBUTED STORIES
  • AT Think Growing your wealth management division

    What can you do to be distinct, and do it better than any of the major firms who pay millions for branding and wallet share from your clients?

    May 3
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Your advantage in financial planning

    Accountants need to focus on how they stand out from the crowd of wealth advisors.

    March 31
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think The accountant’s role in giving life insurance advice

    Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.

    March 9
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Financial planning lessons from 2021

    The past year raises a number of questions for the next 12 months.

    January 6
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Are you ready for Episodic Wealth Management?

    Your clients’ lives aren’t limited to 9-5.

    November 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • 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
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