Daniel J. Cappucci,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel J. Cappucci, CFP®

AIF®

Financial Planner

SFP Wealth

100 William Street, Suite 300
Wellesley, MA 02481
FINANCIAL ADVISOR'S WEBSITE
(781) 239-2015 CONNECT WITH Daniel
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General

Daniel Cappucci is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SFP Wealth in Wellesley, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources