Andrew Napoli, CFP® believes the best financial plans begin with understanding the people behind them. He enjoys getting to know each individual and family – their goals, concerns, values, and the experiences that have shaped their lives – before building a retirement strategy tailored to what matters most to them.

With nearly a decade of experience in financial planning, Andrew specializes in comprehensive retirement planning, bringing together investment management, retirement income strategies, tax-efficient planning, and long-term wealth planning into one coordinated approach. He earned his Bachelor of Business Administration in Finance from the University of Iowa, where he also studied abroad at John Cabot University in Rome, and is a CERTIFIED FINANCIAL PLANNER® professional.

Andrew believes trust is earned through honesty, transparency, and active listening. Many of the families he works with have shared that they simply wanted someone who would take the time to listen before offering recommendations. His goal is simple: help clients understand how all the pieces of their financial life fit together so they can move forward with greater clarity and confidence.

As a husband and father, Andrew understands that financial planning is about more than numbers. He believes it’s about creating the freedom to spend more time with the people you love and the confidence to enjoy the life you’ve worked hard to build. When he isn’t meeting with clients, Andrew enjoys spending time with his family, staying active through golf, biking, and exercise, and participating in church and community events.

For Andrew, a retirement worth living means having the confidence to do what you want, when you want, while creating meaningful memories with family, supporting future generations, and adapting confidently as life evolves.