Daniel Cappucci, Cfp®, Aif® Email & Phone Number

From an early age, Dan always sought out ways to embrace his competitive spirit, whether in sports, academics, or the occasional debate. After five years of working in the industry, Dan co-founded SFP Wealth in 2007, where he oversees both the investment and operations sides of the business, while still working directly with clients. Dan thrives off identifying challenges and looks at each of his clients’ financial situations as a puzzle, employing a wholistic approach to ensure that every piece fits together while always honoring their goals and wishes. Dan earned a BA from Colgate University in Political Science and played on the Varsity golf team. With over 20 years of experience in the financial sector, Dan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the designation of Accredited Investment Fiduciary. He holds his Series 7, 63, and 65 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses. Since 2012, Dan has been recognized as a Five Star Wealth Manager.Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500.

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  Colgate University

  Political Science