John P. Napolitano,  CFP<sup>&reg;</sup> - Financial Advisor

John P. Napolitano, CFP®

CPA, PFS, MST

Chairman & CEO

U. S. Wealth Management

30 Braintree Hill Park
Braintree, MA 02184
FINANCIAL ADVISOR'S WEBSITE
(781) 884-2390

General

John Napolitano is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at U. S. Wealth Management in Braintree, MA and the surrounding communities.

Financial Advisor Experience

For 34 years, John has devoted his career to working with a diverse team of passionate professionals. He works with families and small businesses and provides proactive and holistic financial guidance to help them make sound financial decisions. John’s specializes in helping clients to enjoy the life they want, with the goal of turning them into delighted advocates, and even raving fans.

John is a well-known financial advisor, writer, instructor, broadcast commentator and noted authority on financial planning within the financial community. His contribution to this community includes instructing financial planning courses for the general public and tens of thousands of financial advisors throughout the USA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - RLP

Insurance Licenses

  • Life insurance: AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM,
  • Fixed annuities: AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM,
  • Variable annuities: AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM,

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs

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