SFP Wealth jobs and careers
Wellesley, United States
As of October 23, 2026, SFP Wealth has no open roles listed.
About SFP Wealth
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 you value most. We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness. Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success. Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500. CRN202612-5396892 Licenses: https://www.sfpwealth.com/licenses-page
- Founded
- 2005
- Employees
- 11 to 50
- Headquarters
- Wellesley
Leadership
The top of SFP Wealth's org chart, with how many people report into each leader.
Dan Cappucci
Partner
21 reports
Dan Mcdonnell
Director, Retirement Plans
8 reports
Raymond Pedrick
Managing Director/Financial Advisor
6 reports
Seth Waltz
Principal, SFP Wealth
John Farrelly
Director, Client Operations
Jim Wolfson
Principal, SFP Wealth
Caitlin Doran
Director Of Marketing
Leslie Rollins
Director, Client Operations
Jobs at SFP Wealth
No open positions right now. Explore more companies on TheJobsMap.
SFP Wealth jobs: common questions
- Is SFP Wealth hiring right now?
- SFP Wealth has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on SFP Wealth's careers site.
- Where is SFP Wealth headquartered?
- SFP Wealth is headquartered in Wellesley, United States and was founded in 2005.
- Who leads SFP Wealth?
- Dan Cappucci, Partner, is at the top of SFP Wealth's org chart.
- How do I apply for a job at SFP Wealth?
- Pick a role on SFP Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on SFP Wealth's own careers site, so you apply directly with the employer.