About Us
Andy Tapparo, Retirement Income Certified Professional® (RICP®)
Retirement Income Certified Professional® (RICP®)
Hello! Andy here.
Thank you for stopping by.
I truly appreciate it.
I specialize in helping people plan for comfortable retirements. The kind where their needs are met and their dreams are realized.
I’m passionate about this because I used to work alongside many people who worked diligently for decades only to enter a retirement of lack and limitation.
The amount of cash you have to your name is only part of the equation. How you leverage it, preserve it, and strategize with it is just as important.
In 1997, I left my successful corporate career at Verizon to found Tapparo Capital Management. I was driven by a quote from Confucius: “Choose a job you love, and you will never have to work a day in your life.”
When I can help people plan out a dream retirement, then create a realistic road map that helps them achieve it, it’s the most rewarding feeling in the world.
As a Registered Investment Advisor (RIA), I am a fiduciary, legally obligated to act in your best interest. With a transparent fee structure, personalized financial strategies, and rigorous regulatory oversight, I offer a level of trust and professionalism that sets Tapparo Capital apart.
And on a more personal note, I know it’s not just about the destination, it’s about the journey as well. Whether traveling to the Outer Banks of North Carolina every year or preparing your path to retirement, I am always ready for the road ahead.
Now specializing in retirement income planning, I have completed a comprehensive financial industry education program at The American College of Financial Services that includes estate and legacy planning techniques, portfolio assessment, Social Security claiming strategies, healthcare and long-term care cost containment, home equity strategies, and more. I have also earned the Retirement Income Certified Professional® designation.
Choose a job you love, and you will never have to work a day in your life.
Life Beyond Advising
I was born, raised, and still live here on the North Shore of Boston. It’s where my roots are. My wife Susan and I were married in 1991 and now live in Topsfield, Massachusetts, where we raised two beautiful daughters together.
Besides my family and financial planning, my other love is being out on the open road. So if I’m out of the office, you can probably find me embarking on yet another road trip.
I also enjoy spending my free time volunteering locally at Masconomet Regional High School, where I’m the varsity girls basketball team’s statistician as well as their webmaster.
Finally, I am also frequently quoted in the media as a financial expert, providing useful insights that hopefully help people plan just a little bit financially smarter.
And again, thanks for stopping by the site. If you’re ready, let’s talk about your goals and how we can firm up a plan to get there.
Much love from the Tapparo family!
