Broker Check
 
 
Daniel J. Cappucci, CFP®, AIF®

Daniel J. Cappucci, CFP®, AIF®

Partner

"Martha’s Vineyard has been a recurring family destination of ours for years. The beaches are great, there’s a good variety of restaurants and activities, and everything there just seems to slow down. It’s one of the best places around to truly unplug and recharge with friends and family. A day at South Beach, a twilight round at Farm Neck, and nice dinner out - that’d get my vote for the best day at a favorite vacation spot!"

 

Dan began his career at Strategic Financial Partners in 2001 working in the Investment and Financial Planning Departments. He and his father, Thomas Cappucci, later partnered with Andrew Cleary in 2007 to create SFP Wealth, LLC. Within the team, Dan oversees the Investment and Retirement Plan operations. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Accredited Investment Fiduciary designation, and earned the Series 7, 63 and 65 licenses as well as his Life, Accident and Health license.

Dan attended Colgate University and graduated in 2002 with a BS in in Political Science. He played on the varsity golf team throughout his collegiate career.

Dan has lived in Boston since 2002. He spends as much time as he can with his wife, son, daughter and his dog Sully on the South Shore, where he also plays golf. Though Dan is a competitive amateur golfer and continues to play in both state and national amateur competitions, he is always happy to enjoy a casual round with friends. When winter comes, Dan likes to ski, but admittedly never gets out on the slopes as much as he’d like.

Daniel J. Cappucci is a registered representative of and offers securities, investment advisory and financial planning through MML Investors Services, LLC, member SIPC. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500.