Our Team
Partner
(781) 239-2017
(781) 239-2020
acleary@sfpwealth.com
(781) 239-2015
dcappucci@sfpwealth.com
Principal, SFP Wealth
(617) 239-8019
swaltz@sfpwealth.com
Principal Emeritus
(617) 585-4541
(617) 507-8027
jfarrelly@baystatefinancial.com
(781) 239-2060
(509) 471-2800
JWolfson@sfpwealth.com
Senior Financial Associate
(781) 239-2039
esimcoke@sfpwealth.com
(781) 239-2091
jgriglun@sfpwealth.com
Financial Advisor
(781) 239-2071
rpedrick@sfpwealth.com
Client Relationship Manager - Retirement Plans
(781) 239-2010
dmcdonnell@sfpwealth.com
(781) 239-2011
jwest@sfpwealth.com
Chief of Staff
(781) 239-2019
afradkin@sfpwealth.com
Practice Manager - Protection Products
(781) 239-2018
mcerone@sfpwealth.com
Financial Associate
(781) 239-2036
mkiley@sfpwealth.com
Practice Manager, Farrelly Team
lrollins@sfpwealth.com
Marketing Manager
(781) 239-2014
nsafina@sfpwealth.com
Marketing Consultant
cfurcillo@sfpwealth.com
Investment Operations Analyst
(781) 239-2076
eesposito@sfpwealth.com
(781) 239-2003
jmontana@sfpwealth.com
Associate - Retirement Plans
(781) 239-2026
jculkins@sfpwealth.com
(781) 239-2032
pcasserly@sfpwealth.com
Analyst - Retirement Plans
(781) 239-2031
rcurley@sfpwealth.com
781-239-2059
781-239-2020
sjohnian@sfpwealth.com