John Cfp's Professional Contact Details

Mobile Number (Verified)
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HQ
+1(781) 884-2356
Location
Naples, Florida

John Cfp's Current Company Details

Napier Financial is a fiduciary wealth manager. We act as our clients' Financial Head Coach. Business attorney, private investment reps, P&C agent, CPA, estate planning attorney, life insurance agent; the shee...
Napier Financial is a fiduciary wealth manager. We act as our clients' Financial Head Coach. Business attorney, private investment reps, P&C agent, CPA, estate planning attorney, life insurance agent; the sheer amount of professional advice in one's life is overwhelming. From our experience, it is also and grossly inefficient, even when you've got professionals that are the best in their arena. The team at Napier solves this underappreciated issue by collaborating with all other professionals involved with a family (and a family business) to ensure that optimal decisions are made in conjunction with one another. We coordinate the services of all professionals to fully support our clients' goals and dreams. We consolidate the fractured advice they receive and minimize the possibility of something significant falling through the cracks. As a result, we create and maintain ever-evolving financial plans that offer a clear picture and the freedom of financial independence. Napier Financial was built on the belief that traditional financial advisors and wirehouses were largely unable to accommodate the unique needs of complex high net worth families. Napier steps in where other financial professionals can fall short, simply because they're focused only on their areas of expertise.Napier Financial is a registered investment adviser.
wealth management
financial planning
tax planning
estate planning
business succession planning
retirement planning
financial services
investment management
law practice
legal services

John Cfp's Work History and Education

Napier Financial
CEO & Founder
1992 - Present
GenWel Capital LLC
Founder and Director
2021 - Present
US Wealth Management
Chairman
1997 - Present
Massachusetts Restaurant Association
Member
2013 - 2016 • 3 years
Financial Planning Association
President and Board of Directors, FPA MA
1999 - 2013 • 15 years

Others Named John Cfp

Growth Leader PEO and Staffing at Aon
Head of Expat Services at Apt Wealth Partners
Senior Sales Consultant at Vanguard
Director | Financial Planner at H & C Financial Partners
PRESIDENT at Allstate
CFP® and Managing Member at A4 Wealth Advisors, LLC
Investment Adviser Representative at MassMutual Greater Richmond

Frequently Asked Questions about John Cfp


What company does John Cfp work for?

John Cfp works for Napier Financial.

What is John Cfp's role at Napier Financial?

John Cfp's role at Napier Financial is CEO & Founder.

What is John Cfp's email address?

John Cfp's email address is j**@napierfinancial.com.

What is John Cfp's business email address?

John Cfp's business email address is j**@napierfinancial.com.

What is John Cfp's direct mobile number?

John Cfp's direct mobile number is (781) XXX-XXXX.

What is John Cfp's HQ phone number?

John Cfp's HQ phone number is +1(781) 884-2356.

What industry does John Cfp work in?

John Cfp works in the Financial Services industry.

Who are John Cfp's colleagues?

John Cfp's colleagues are Jennifer Kovalski, Rob Napolitano, Nicholas Berlen, Yoyo Chen and more.

Colleagues at Napier Financial

Client Relations Associate
Founder and Managing Partner
Operations Associate
Client Associate
Financial Planner

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