Zappitelli Financial Services

Zappitelli Financial Services ZappitelliWealthAdvisors.com Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Robert A. Zappitelli, CFP®, E.A.

Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera does not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly.

You should never post personal, account or transaction information anywhere on this site. Partner, Director of Wealth Management

John M. Zappitelli, CPA, Partner
CPA, Partner

Robert A Zappitelli II, MBA
Financial Advisor

Jeffrey Burch, CFP ®, MBA
Financial Advisor

Rob Sason
Financial Advisor

Diana Zappitelli-Ridenour, CPA
Registered Representative

Our Concord office is open year-round, but all other locations are now closed until next tax season. They will reopen on...
07/16/2026

Our Concord office is open year-round, but all other locations are now closed until next tax season. They will reopen on January 11, 2027, and we look forward to helping file your tax returns again next year!

Moving homes is a lot of work, but as you check items off your to-do list, don't forget to give us a call! We always nee...
07/15/2026

Moving homes is a lot of work, but as you check items off your to-do list, don't forget to give us a call! We always need to know your current address, but more importantly, if you bought or sold a house, it can affect your cash flow and taxes owed. A little proactive planning could help minimize the taxable event of moving homes.

Our team of financial advisors, tax advisors, and accountants need to stay in-the-know. When your life changes, so do yo...
07/09/2026

Our team of financial advisors, tax advisors, and accountants need to stay in-the-know. When your life changes, so do your financial opportunities and tax liabilities. If you receive a raise, a bonus, or other changes to your compensation, or if you change jobs altogether, be sure to give us a call. We don't just need to update your records in our system—but we also want to discuss potential changes to your spending, savings, or retirement plan.

The new 503A accounts—commonly known as Trump Accounts—became available this year, and officially began accepting contri...
07/07/2026

The new 503A accounts—commonly known as Trump Accounts—became available this year, and officially began accepting contributions on July 4. Although specifically crafted for newborns, the Federal government also plans a $1,000 contribution to each account for children born between Jan. 1, 2025 and Dec. 31, 2028. Learn more on our blog.

Proactive tax planning can help you keep more of your money, avoid surprises at filing time, and make better year-round ...
07/02/2026

Proactive tax planning can help you keep more of your money, avoid surprises at filing time, and make better year-round financial decisions. Summer is a great time to talk with our team about strategies to get ahead of future tax bills.

We believe in giving back to the community and coaching people toward greatness—on and off the field! Bobby, Diana, Jeff...
06/30/2026

We believe in giving back to the community and coaching people toward greatness—on and off the field! Bobby, Diana, Jeff, and Rob have been spending time at the ballpark this season, teaching their kids and local players new skills, strong work ethic, and the importance of teamwork.

Financial advisors aren't reserved only for the wealthy. They're a helpful guide for individuals in all seasons of life.
06/23/2026

Financial advisors aren't reserved only for the wealthy. They're a helpful guide for individuals in all seasons of life.

We're in the business of families—serving yours while working alongside ours. And this family business is led by two of ...
06/21/2026

We're in the business of families—serving yours while working alongside ours. And this family business is led by two of the best dads out there! Happy Father's Day to John, Bob, and all of you fathers.

A financial plan is incomplete unless you've prepared for potential emergencies. Insurance policies—from property and ca...
06/10/2026

A financial plan is incomplete unless you've prepared for potential emergencies. Insurance policies—from property and casualty to short-term disability, life, and long-term care insurance—can protect you and your loved ones from unforseeen expenses and interruptions to your income.

Address

9946 Johnnycake Ridge Road
Painesville, OH
44077

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+14403540375

Website

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