JOHN P. ESPOSITO CFP®, MBA  

ABOUT US | Our Financial Services Team

John's Credentials

MBA, Suffolk University
BS, Boston College

John P. Esposito, CFP®, MBA
CERTIFIED FINANCIAL PLANNERjohn@espositofinancial.com

My more than twenty-five years of financial planning experience tell me that every client's financial circumstances are unique. Each client should have a financial strategy that is personalized to incorporate his or her own unique goals, values, and beliefs. I can work with you one-on-one to develop a financial strategy that focuses on your vision for the present and for the future.

I chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that my clients can receive a wide variety of investment choices to complement their goals. Commonwealth Financial Network helps me to best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.



Carol A. Esposito, Jur.D.
Operations Manager/Executive Assistant
carol@espositofinancial.com

Carol has been a practicing attorney in Massachusetts since 1982.  She brings her professional expertise to Esposito Financial Group as John's Executive Assistant and as his consultant on Technology and Operational Management. 



Helene F. Nicotra
Administrative Assistant
helene@espositofinancial.com

Helene has worked as John's Administrative Assistant since 1999.  She is responsible for scheduling client appointments and general client services.




Joseph J. Esposito
Administrative Assistant

Joseph is John's Bookkeeper and Administrative Assistant. He is responsible for handling the clerical tasks of the office.



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