John Ceparano (CFP®, CPA/PFS)
John Ceparano focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Medical Professionals
- Tax Planning
- Baby Boomers
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Medical Professionals
- Tax Planning
Planning Specialties
John J. Ceparano is a Principal and Wealth Manager at Modera Wealth Management, LLC. As a Wealth Manager, he has had the privilege to provide advice to high net worth individuals, families, businesses, nonprofit organizations and fiduciary clients in all areas of their investment and wealth management needs.
Professional Experience - John has over 25 years of experience in financial planning, taxation, business consulting, financial counseling for business owners, and serving high net worth individuals. He was formerly A Senior Tax Consultant at Price Waterhouse; Manager and CPA® at Blau, Soloway & Goldstein; President of Business Blocks, Inc., an accounting and tax firm; and President of Joseph & Company Certified Public Accountants, Inc. John served as an adjunct faculty member with St. John’s University and the University of Florida, where he taught classes in business management and finance.
He graduated with a B.S. degree in Accounting, and a minor in Economics, from St. John’s University. John received his Master of Taxation degree from Florida Atlantic University and holds the Certified Financial Planner™ certification, the Certified Public Accountant and the Personal Financial Specialist professional designations
Additional Information
John is co-author of The Science of Investing: How to Apply Academic Research to Reduce Risks and Increase Investment Returns. He serves as a wealth management panelist for St. John’s University’s “Meet the Expert” Forum. John currently serves on the Board of Directors for the Boys and Girls Club of Citrus County and is an active member of his
local Rotary Club. He served on the Trinity Catholic High School Board of Trustees, Strategic Planning Committee, and Finance Committee.
Outside of Modera - John enjoys spending time with his wife Mary Ann and three sons, traveling, cycling and snow skiing.
(CAM 2894)
NAPFA Start Date
April 13, 2010
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