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Dan McDonnell, CRPS®

Dan McDonnell, CRPS®

Client Relationship Manager - Retirement Plans

“The biggest influence in my life has been my wife, Staci. She has not only been my best friend for more than half of my life, she has also been an even better mom to our children. She has been so selfless, always putting others before herself. She has been nothing but a positive influence on me and has made me a better person because of it.”

 

Dan joined SFP Wealth in 2015 and brings over 20 years of experience in the Retirement Services industry. In his role as Client Relationship Manager, he is responsible for managing the overall client experience for SFP Wealth’s retirement plan participants.

Dan’s primary focus is to develop long term relationships with clients by providing efficient and cost effective retirement planning solutions. He guides plan sponsors in fiduciary governance, investment management, and retirement plan consulting and design. Dan also conducts annual reviews, runs employee education meetings and manages our retirement plan seminar services. Prior to joining SFP Wealth, Dan was a Plan Advisor at Sentinel Benefits Group, and before that, he served as a Relationship Manager at Putnam Investments. He currently holds a FINRA Series 6 license.

Dan lives in Dedham with his wife Staci, their four children and their dog. In his free time, you can find Dan at a rink or field coaching and cheering on his children. He also enjoys watching a good movie with his wife or walking his German shepherd, Zasha.

Dan McDonnell is a registered representative of MML Investors Services, LLC, member SIPC. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500.