John P. Napolitano CFP®, CPA, PFS, MST

John Paul Napolitano is a highly accomplished and respected figure in the world of finance. As a certified public accountant (CPA) and certified financial planner (CFP®), he has dedicated his career to helping individuals and businesses manage their finances effectively. With a master’s degree in taxation, he possesses an in-depth understanding of complex tax strategies and regulations and applies this knowledge to simplify the real-world challenges of high-net-worth families.

Mr. Napolitano’s extensive experience in the financial industry spans several notable ventures. He is the founder of Napier Financial, a highly renowned financial planning and family office firm known for providing fully integrated wealth management services to its clients. John is Chairman of Napier and focuses on the building an enduring team and overseeing our most complicated matters. Prior to Napier, John was the founder and Chairman of US Wealth Management with over 30 professionals in 9 offices nationwide.

His entrepreneurial spirit led him to establish GenWel Capital, an innovative alternative investment company that leverages our vast network of professionals to offer tailored private investment solutions. Napolitano’s ability to identify emerging trends and embrace investments in private lending, real estate and private equity has played a significant role in his success as an industry thought leader.

Under John’s Leadership, the firm launched two additional entities. The Napier Family Office was established to assist high net worth families with record keeping, bill pay, family governance and maintaining order of a complex balance sheet comprised of multiple operating entities and private investments. Southcoast Financial Partners provides tax and accounting services to high-net-worth families and growth oriented small to middle market companies.

Napolitano’s contributions to the financial planning community go beyond his entrepreneurial endeavors. He served as the past president of the Financial Planning Association of Massachusetts and was recognized as the Financial Planner of the Year for Massachusetts in 2015. This prestigious award reflects his dedication to excellence and his commitment to serving his clients and other professionals with the utmost professionalism and integrity.

Furthermore, Napolitano is a prolific author, having written three books that provide valuable insights into various financial topics. His expertise and knowledge are also sought after by major publications, as he regularly contributes to Accounting Today. Previously, he worked as a writer for a prominent newspaper and served as a financial commentator on WB 56 TV. He also had the opportunity to host a daily radio show on Bloomberg Radio, where he shared his financial wisdom with a wider audience.

Overall, John Paul Napolitano’s exceptional achievements and contributions have solidified his reputation as a trusted and influential figure in the financial industry. His expertise, combined with his genuine passion for helping others, have made him a sought-after advisor and an invaluable resource for high-net-worth families seeking fully integrated financial advice as well as financial professionals seeking additional expertise and practice management guidance.

Affiliations, Memberships, and Education

• Financial Planning Association (FPA)
  • 2013 President – FPA of Massachusetts
• American Institute of CPAs
• Bentley University, BA Accounting, MS Taxation

Author/Writings

• The Complete Idiot’s Guide® Personal Finance Workbook
• The Complete Idiot’s Guide® to Success as a Personal Financial Planner
• “Making Cents” for the Gatehouse News Service (national syndicated weekly financial column) 1996-2020
• Financial Planning Columnist for Accounting Today