John J. Ceparano

John J. CeparanoCPA/PFS, CFP®, M.TAX

Principal & Wealth Manager

John provides advice to high net worth individuals, families, businesses, nonprofit organizations, and fiduciary clients in all areas of their investment and wealth management needs.

What do you value most in your client relationships?
The open dialogue that develops as clients become friends. They know we will be there at every step of their life journey and they share these sentiments. Sometimes it’s simply with a smile and many times it comes with a big hug. Helping people make the decisions that provide them with the peace of mind that their future is bright, and that we’ll also be there to guide them through any rough periods.

What’s the one thing people say you’re best at?
Helping people to organize their priorities and simplifying things that are complex, to give them confidence when making decisions for their future. And making them aware of the things they wouldn’t have thought to ask, let alone need to address.

How do you do good in your community?
I enjoy being involved with the Boys & Girls Club and Rotary and all their fundraisers. It is great to see people come out to support the community and develop new friendships.

Where did you grow up? Where do you live now?
I grew up on Long Island. I now live on the beautiful nature coast of west Florida and spend 12 months out of the year able to enjoy the outdoors.

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