Location Wellesley Hills, Massachusetts, United States Regions Greater Boston Area, East Coast, New England Gender Male
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Dan began his career at Strategic Financial Partners in 2001 working in the Investment and Financial Planning Departments. He and his father, Thomas Cappucci, partnered with Andrew Cleary in 2007 to create SFP Wealth, LLC. Within the team, Dan oversees the Investment and Retirement Plan operations. For Private and Corporate clients alike, Dan
employs a common-sense approach to planning, where listening to a clients’ objectives always comes first. Identifying goals and challenges enables Dan and the team to develop thoughtful and actionable plans for clients, which they can understand and successfully implement.
Dan attended Colgate University and graduated in 2002 with a BA in Political Science. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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.
