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SFP Wealth

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SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things... Read more

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Dan Cappucci

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Jim Wolfson
Principal, SFP Wealth
Seth Waltz
Principal, SFP Wealth
Dan Mcdonnell
Director, Retirement Plans
John Farrelly
Director, Client Operations
Leslie Rollins
Director, Client Operations