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Samuel John Napp

Samuel J. Napp

BOULDER FINANCIAL PLANNING COMPANY
LONGMONT, CO
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CRD#: 6436519
Samuel John Napp
Samuel John NappBOULDER FINANCIAL PLANNING COMPANY

Professional summary

Samuel John Napp, CFP®, who also goes by Sam Napp, is a registered financial advisor currently at BOULDER FINANCIAL PLANNING COMPANY located in Longmont, Colorado.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

Sam Napp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Napp serves on the Investment Committee of the Longmont Community Foundation (the "Foundation") which is a tax-exempt public charity created by and for the people of Longmont and the St. Vrain Valley. The Foundation oversees the "Live and Give Longmont" endowment fund and manages charitable and donor advised funds for local donors, businesses, and nonprofits with the mission of improving life in Longmont and the St. Vrain Valley. Mr. Napp does not receive compensation for his service. There is no affiliation or other business relationship between Boulder Financial Planning Company, LLC and the Foundation. Name: Samuel Napp, LLC Address: 2923 Sandpiper Place, Longmont, CO 80503 Nature of Business: Public Accounting Firm Title/Position/Duties: Owner Start Date: February 2014 Number of Hours/Month: 16 Number of Hours/Month During Trading Hours: 16

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel John Napp's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

July 29, 2026 - Present

BOULDER FINANCIAL PLANNING COMPANY

RIA
CRD#: 343638
LONGMONT, CO
Past

January 7, 2015 - August 6, 2026

BSW WEALTH PARTNERS

RIA
CRD#: 107485
BOULDER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(7/29/2026)

Exams

Current Firm

BF
BOULDER FINANCIAL PLANNING COMPANY
BOULDER FINANCIAL PLANNING COMPANY | BOULDER FINANCIAL PLANNING COMPANY, LLC

CRD#: 343638 / SEC#:

Colorado
Registered Investment Advisory firm - (7/29/2026 Approved)
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Contact information

Main Address
Longmont, CO
Mailing Address
Phone number
(303) 330-0353
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

BOULDER FINANCIAL PLANNING COMPANY

CRD#: 343638Longmont, CO

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