Broker Check
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 brings over 25 years of experience in the retirement services industry and is a Retirement Plan Relationship Manager at SFP Wealth. He is responsible for developing long-term relationships with our corporate clients by managing the day-to-day operations and servicing of his plans. He works to ensure that fiduciary standards are met and offers the best plan solutions available to meet his clients' needs.

Dan has a BA in Business and carries the Chartered Retirement Plans Specialist (CRPS®) designation and holds the Series 6 and 63 licenses.

Dan lives in Dedham with his wife, four children and their two German Shepherds.  When not at work, Dan can be found volunteering on a field, in a rink or coaching his children’s youth sports teams.  He has been coaching for over 15 years and truly enjoys the team building process.