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Daniel J. Cappucci, CFP®
Financial Planner 100 William Street, Suite 300
Phone: (781)239-2015 Dan Cappucci, CFP® has worked at SFP Wealth since 2001. A graduate of Colgate University, Dan worked in both the Investment Department and served as head of the Financial Planning Department over 3 years, assisting in all aspects of the fee-based financial planning process. His areas of focus as a Financial Planner include investment management, protection planning, and retirement and estate planning. Dan is also very active in the corporate marketplace in the design and management of employer-sponsored retirement plans and executive benefit plans. Dan is a CERTIFIED FINANCIAL PLANNERTM practitioner and is an active member of the Financial Planners Association. He holds FINRA Series 63, 65 and 7 licenses as well as the Life, Accident and Health license. Dan has lived in Boston for 6 years and is an avid golfer, competing at the local, state, and national amateur ranks. 
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100 William Street, Suite 300 Phone: (781)239-2000
tcappucci@sfpwealth.com |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.