Thomas A. Cappucci, CFP®

Thomas A. Cappucci, CFP®

Financial Planner
Registered Representative

100 William Street, Suite 300
Wellesley, MA 02481

Phone: (781)239-2016
Fax: (781)239-2020
E-mail:


Thomas Cappucci has over 10 years of experience in the financial services industry. He has been a CERTIFIED FINANCIAL PLANNERTM practitioner since 1987, and he is Series 6, 63, 65 and 7 security registered, and is licensed to sell Life and Health Insurance. His areas of expertise include retirement and estate planning, business succession and benefits planning, insurance, investments, annuities, and educational seminars. Thomas is an active member of the Financial Planners Association and is a former adjunct faculty member at Bentley College. He was also a real estate developer, small business consultant, CEO and CFO of Venture Companies, and Trustee for a number of real estate trusts.