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Wealth Management

“One of my favorite parts of my career is working and collaborating with clients. We work together formulating a plan that will work for them, and in doing so I get to learn about their passions and asperations while they’re retired.  Below are some of the organizations I have been introduced to and have supported because of the involvement of clients and their families.” – Mike Napoli

 

Napoli Wealth Management

Michael Napoli is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor Strategic Wealth Advisors Group and Napoli Wealth Management are separate entities from LPL Financial.

Get in Touch

Michael Napoli – Founder
Financial Planning Specialist
CA Insurance Lic #0C83815

Napoli Wealth Management
2880 Lakeside Dr. Suite 100
Santa Clara, CA 95054
Email Michael
(408) 596-8091 Office

(669) 221-1747 Fax

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