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Frank Napolitano

CFP®, JD
Sensible Financial Planning
San Diego, CA
Sensible Financial can help you determine your sustainable living standard with a plan that tells you how much you can spend given your goals and resources.
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Meet Frank

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Introduction - Frank Napolitano
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Risk Management - Frank Napolitano
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Estate Planning - Frank Napolitano
Video Transcripts

Prior to joining Sensible Financial in 2012, Frank worked as a Financial Advisor at Morgan Stanley Smith Barney. He has advised individuals on a wide variety of issues, including asset and risk management, budgeting, and estate planning.

Frank has a B.A. from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. He is a CERTIFIED FINANCIAL PLANNER® certificant and a 2017 Level II…

Prior to joining Sensible Financial in 2012, Frank worked as a Financial Advisor at Morgan Stanley Smith Barney. He has advised individuals on a wide variety of issues, including asset and risk management, budgeting, and estate planning.

Frank has a B.A. from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. He is a CERTIFIED FINANCIAL PLANNER® certificant and a 2017 Level II Candidate in the CFA Program.

Frank is a member of the CFA Institute, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).

In addition to his work at Sensible Financial, Frank enjoys classical music (he is a classically trained singer), travel (he has lived and studied abroad in Europe), and tennis.

Frank lives with his wife in San Diego, CA.

Languages Spoken
Other

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Socially responsible investing

Experience with

Medical professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
JD
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