From an early age, Dan always sought out ways to embrace his competitive spirit, whether in sports, academics, or the occasional debate. After five years of working in the industry, Dan co-founded SFP Wealth in 2007, where he oversees both the investment and operations sides of the business, while still working directly with clients. Dan thrives off identifying challenges and looks at each of his clients’ financial situations as a puzzle, employing a wholistic approach to ensure that every piece fits together while always honoring their goals and wishes.
Dan earned a BA from Colgate University in Political Science and played on the Varsity golf team. With over 20 years of experience in the financial sector, Dan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the designation of Accredited Investment Fiduciary. He holds his Series 7, 63, and 65 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses. Since 2012, Dan has been recognized as a Five Star Wealth Manager*.
Dan and his wife split time between Boston and Scituate with their son, daughter, and their dog, Sully. In his spare time, you can usually find Dan on the golf course, on the top of a ski mountain, or researching a new travel destination to add to his bucket list. He’s an avid concertgoer and can’t think of a bad night spent on any concert, play, or comedy show over the past decade. Unplugging is important to Dan and being present for his family, friends, and clients is always a top priority.
*This award was issued by Five Star Professional. For each year issued, the issue date and time period are as follows: 2012 – 2/1/12, 5/23/12 – 1/6/12; 2013 – 2/1/13, 5/23/13 – 1/6/13; 2014 – 2/1/14, 5/23/14 – 1/6/14; 2015 – 2/1/15, 5/23/15 – 1/6/15; 2016 – 2/1/16, 5/23/16 – 1/6/16; 2017 – 2/1/17, 5/23/17 – 1/6/17; 2018 – 2/1/18, 5/23/18 – 1/6/18; 2019 – 2/1/19, 5/23/19 – 1/6/19; 2020 – 2/1/20, 5/23/20 – 1/6/20; 2021 – 2/1/21, 5/23/21 – 1/6/21; 2022 – 2/1/22, 5/23/22 – 1/6/22; 2023 – 2/1/23, 5/23/23 – 1/6/23.
Daniel Cappucci is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.