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

Bookkeeping and accounting aren't everyone's cup of tea. Thankfully, it is ours. A great accountant can be the differenc...
08/26/2026

Bookkeeping and accounting aren't everyone's cup of tea. Thankfully, it is ours. A great accountant can be the difference between success or failure for your small business. Let us take tedious accounting tasks off your plate, so you can focus on what you do best.

08/20/2026

This month, Financial Advisor Rob Sason attended Cetera’s Connect2Peers conference in Salt Lake City. Events like this help our firm stay on top of a continuously changing industry, learn best practices from fellow advisors across the country, and reconnect with old friends. Looking forward to putting our learnings in action for our clients!

If you received an extension to file your 2025 income tax return, the October 15 deadline is less than two months away. ...
08/20/2026

If you received an extension to file your 2025 income tax return, the October 15 deadline is less than two months away. Be sure you've turned in all important tax documents and there are no outstanding questions from our team.

Don't under-estimate the power of starting small—especially when it comes to your finances. Building healthy habits begi...
08/17/2026

Don't under-estimate the power of starting small—especially when it comes to your finances. Building healthy habits begins today, and consistency is what matters most.

Every day is Financial Awareness Day for our team at Zappitelli Wealth Advisors! This annual observance is a reminder to...
08/14/2026

Every day is Financial Awareness Day for our team at Zappitelli Wealth Advisors! This annual observance is a reminder to re-evaluate your financial situation today and ensure you're taking steps to properly prepare for tomorrow. If you don't yet have a financial plan, today is a great day to call our office and get started.

Back-to-school season can be a time of high spending—purchasing supplies, replacing outgrown clothes, and teeing up equi...
08/12/2026

Back-to-school season can be a time of high spending—purchasing supplies, replacing outgrown clothes, and teeing up equipment for fall sports. Many of these costs are unavoidable, but here are a few tips to trim back expenses where you can:

1) Reuse anything that still fits and is in good condition.
2) Set spending limits for each student.
3) Search for sales, coupons or tax-free shopping times.
4) Cancel or pause unused subscriptions and memberships.
5) Requote insurance policies to negotiate cheaper rates.
6) Cook at home and pack lunches.

Need more ideas to improve household cashflow? Chat with your Zappitelli financial advisor.

08/03/2026

A stronger-than-expected jobs report could give the Fed additional confidence to keep rates higher for longer. Join CIO Gene Goldman, CFA on this week's episode of as he breaks down the July payroll outlook, the labor market signals pointing to a potential rebound, and what investors should watch as markets navigate inflation and interest rate uncertainty. https://cetera.com/research-and-insights

07/28/2026

A busy week of economic data is ahead, but all eyes are on the Fed. Join CIO Gene Goldman, CFA on this week’s episode of as he breaks down what to expect from the upcoming Fed meeting, the latest inflation risks, and why September could be a key month for interest rates.

Learn more: https://lnkd.in/eBGrDfHG

Changes to your family often necessitate changes to your financial plan, estate plan, and insurance policies. If you get...
07/20/2026

Changes to your family often necessitate changes to your financial plan, estate plan, and insurance policies. If you get married, divorced, or have a new baby, be sure to update the beneficiaries on your accounts.

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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