About
Our Team
Andrew Cleary, CFP®, CLU®, AIF® Dan Cappucci, CFP®, AIF® Seth Waltz, CRPC®
Partner Partner Principal - Financial Advisor
Phone: (781) 239-2017 | Fax: (781) 239-2020 Phone: (781) 239-2015 | Fax: (781) 239-2020 Phone: (617) 239-8019 | Fax: (781) 239-2020
Email: acleary@sfpwealth.com Email: dcappucci@sfpwealth.com Email: swaltz@sfpwealth.com
Learn More Learn More Learn More
Tom Cappucci, CFP® John Farrelly, CFP®, CLU®. CRPC® Jim Wolfson, CFP®, CLU®, ChFC®
Partner Emeritus Principal Emeritus Principal - Financial Advisor
Phone: (781) 239-2016 | Fax: (617) 507-8027 Phone: (617) 585-4541 | Fax: (617) 507-8027 Phone: (781) 239-2060 | Fax: (509) 471-2800
Email: tcappucci@sfpwealth.com Email: jfarrelly@baystatefinancial.com Email: jwolfson@baystatefinancial.com
Learn More Learn More Learn More
Emily Simcoke, CFP® Jim Griglun, CFP®, MBA Raymond Pedrick, CFP®, CRPS®
Senior Financial Associate Senior Financial Associate Investment & Retirement Plan Analyst
Phone: (781) 239-2039 | Fax: (781) 239-2020 Phone: (781) 239-2091 | Fax: (781) 239-2020 Phone: (781) 239-2071 | Fax: (781) 239-2020
Email: esimcoke@sfpwealth.com Email: jgriglun@sfpwealth.com Email: rpedrick@sfpwealth.com
Learn More Learn More Learn More
Amy Fradkin JD Verniero, CFA® Timothy Over
Director of Operations Director of Investments, Portfolio Manager Portfolio Analyst
Phone: (781) 239-2019 | Fax: (781) 239-2020 Phone: (781) 239-2059 | Fax: (781) 239-2020 Phone: (781) 239-2076 | Fax: (781) 239-2020
Email: afradkin@sfpwealth.com Email: jdverniero@sfpwealth.com Email: tover@sfpwealth.com
Learn More Learn More Learn More
Morgan Pace, CRPS® Dan McDonnell, CRPS® Michelle Cerone
Director of Retirement Plans Client Relationship Manager - Retirement Plans Practice Manager - Protection Products
Phone: (781) 239-2054 | Fax: (781) 239-2020 Phone: (781) 239-2010 | Fax: (781) 239-2020 Phone: (781) 239-2018 | Fax: (781) 239-2020
Email: mpace@sfpwealth.com Email: dmcdonnell@sfpwealth.com Email: mcerone@sfpwealth.com
Learn More Learn More Learn More
