Zack Napier, CPA, MBA

Zack Napier, CPA, MBA

Phone: (404) 760-2333
Fax: (404) 760-2390
E-mail:
 

With over two decades of experience in financial services, Zack C. Napier provides knowledge and experience that span a wide range of financial products and services focusing on asset allocation and wealth preservation, as well as the financial needs of small businesses.

Graduating from Capital University with a Bachelor of Arts degree in 1986, Mr. Napier continued his studies at Baylor University in Dallas, Texas where he earned his Masters in Business Administration in 2003. Zack joined Ernst & Young as a public accountant in Atlanta for an eight-year tenure. He subsequently entered corporate finance and was promoted to Vice President-Finance of a semiconductor company in Dallas. Utilizing his education and experience, he extended his career into the financial services industry, with the goal of addressing the specific financial needs of individuals, families, and small businesses, and joined Your Wealth Partners in 2005.

Mr. Napier stresses to his clients the importance of an accurate assessment and understanding of their current financial status. His focus begins with a comprehensive financial evaluation, which enables him to review the client’s total financial situation; to identify and establish specific financial goals combined with realistic expectations and monitor a plan to help the client work toward achieving those goals.

 

California Insurance License #: OH40228


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Your Wealth Partners is not owned or operated by AXA Advisors, LLC or its affiliates.