Home: Las Vegas, NV. Birthplace: Los Angeles, CA. Profession: Financial advisor. Organization: Cornerstone Wealth Management. Title: Owner and Managing Partner. Significant other: My wife of over 20 years, Susie Napolitano, and our four children, Frankie, Donnie, Tony and Lucy.
Current project: Expanding integrated retirement planning and advisory services. Recent recognition: Featured in financial interview segments on ABC, NBC and FOX. Recent professional development: Integrating AI and automation into advisory operations. Latest accomplishment: Helping to grow the firm to oversee more than $800 million across business lines. Latest contribution to others: Coaching financial advisors on systems, planning and practice management. Hobbies: Spending time with family, barbecuing, traveling, coaching kids’ sports, playing guitar and basketball.
Personality profile: Driven, strategic and disciplined. What one word would your closest friend use to describe you? Reliable. Moral compass: Treat people the way you would want to be treated. How do you define a perfect friendship? Mutual trust, loyalty and honesty. How do you define an ideal business relationship? Transparency, accountability and long-term thinking. What is your greatest joy? Spending time with family and helping clients gain financial confidence. What is your greatest fear? Wasted potential. How do you relieve stress? Being with family and staying active.
What was your first paying job? Jamba Juice team member. What book have you repeatedly read? The E-Myth Revisited, by Michael Gerber. Besides your parents, who has had the greatest influence on your life? My father, Frank P. Napolitano, for his guidance as a mentor beyond his role as a parent. What’s the best advice you received growing up? Work hard, stay disciplined and keep learning. What’s the best advice you received in your career? Build systems and stay consistent. What modern technology innovation do you most appreciate? Artificial intelligence and workflow automation.
What is your big idea?
Creating a fully integrated retirement planning experience under one roof.
What change are you working on to effect in your profession or field? Making financial planning more coordinated, efficient and client-focused. What change would you like to see in the world? More financial education and long-term thinking. What message do you want to send out into the world? Consistency, discipline and relationships create long-term success. What mega-trend most excites you? AI and automation improving business efficiency and communication.
What title would you choose for the movie about your life? Built to Last. What actor would you choose to play you in the movie about your life? Mark Wahlberg. As a kid, what did you first want to be when you grew up? An entrepreneur. How would you choose to spend tomorrow, if you knew it was your last day on earth? Spending time with family and making memories. What advice would you give your younger self? Focus less on perfection and more on consistency. What day in your life would you choose to re-live? The birth of my children.
Personal mission: Helping families make smarter financial decisions and build lasting legacies. Personal motto: Let the purpose of the money dictate the position. Favorite quote: “Success is never owned, it is rented—and the rent is due every day” (Rory Vaden). Desired epitaph: He was a devoted husband, father, leader and mentor.
