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

Daniel J. Cappucci, CFP®

Financial Planner

SFP Wealth

100 William Street, Suite 300
Wellesley, MA 02481
(781) 239-2015

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources