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Thomas A. Cappucci, CFP®

Thomas A. Cappucci, CFP®

Partner

My biggest influence is Thomas Sowell. He defined an intellectual as "one whose output begins and ends with ideas ~ Wisdom = intellect, knowledge, experience and judgement."

 

Thomas Cappucci started his career as an educator and then joined Strategic Financial Partners in 1994. In 2005, Tom, his son Daniel Cappucci, and Andrew Cleary became the founding Principals of SFP Wealth. Tom's wealth of knowledge and unique teaching style allowed him to excel in retirement and estate planning, business succession and benefits planning, insurance, investments, annuities and educational seminars.  

Tom Cappucci has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1987. He holds his securities licenses 6, 7, 63, 65, and Life, Accident and Health licenses. Tom is an active member of the Financial Planning Association and is a former adjunct faculty member at Bentley College. He was also a real estate developer, small business consultant, CEO and CFO of Venture Companies and Trustee for a number of real estate trusts.

Tom resides in Lincoln, MA and is an avid reader, writer and musician. During his snowbird months in Florida, he enjoys golfing, swimming and socializing at his favorite Tiki Bar. His greatest joy is to spend time with his beautiful grandchildren.

Thomas A. 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.