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Financial Planner, CFP®, CES™, CEPA®
Napier Financial
I work with families and business owners to create personalized financial plans that help make informed decisions and stay focused on long-term goals.
Dante Coppola is a Financial Planner and a member of the investment committee for Napier Financial and is based in the firm’s home office in Braintree, MA. Dante devises and implements financial plans for his clients, personalizing the plans to fit the individual needs of each client. Dante completed his Certified Financial Planner®, Certified Estate & Trust Specialist™, and Certified Exit Planning Advisor® certifications demonstrating his dedication to improving himself to then better assist clients with all their financial planning needs. Prior to joining Napier Financial, Dante worked at an Insurance and Estate planning firm where he assisted financial advisors in the operation and recommendation of plans. He is a graduate of Bentley University with a Bachelor of Science in Economics-Finance and a Minor in History.
Experience
5 years
Firm Size
Medium (11-50)
Firm
Napier Financial
Languages
English
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Profile last updated: 05/08/2026
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