DAN MURPHY, CFP®, RICP®

Head of Wealth Strategy

As Head of Wealth Strategy, Dan plays a crucial role in guiding Commonwealth Financial Group (CFG) to excel as a premier financial planning firm through its distinctive and comprehensive approach. Dan oversees the firm’s Wealth Strategy team, who partner with advisors to deliver the highest level of service in the following areas: advanced planning, estate planning, and investment strategies. Dan’s leadership ensures both advisors and clients benefit from an active process designed with ongoing experiences and support.

With 10+ years of experience, 10,000+ financial plans, and over 10,000 hours of research and learning, Dan is a subject matter expert in the field. Dan's journey in financial planning began after graduating from Bentley University in 2012, fueled by a passion for helping others. He began his career at CFG as a Planning Analyst and evolved to a Director, Vice President, and now Head of Wealth Strategy.

Actively engaged in the Financial Planning Association (FPA), Dan holds prestigious designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®). His credentials also include Series 7, 66, 24, and various state LAH licenses.

Originally from Long Island, Dan and his family now reside in Boston, where he enjoys spending time with his wife, Nicole, their daughters, Camille and Margot, and their dog, Mac. In his free time, Dan loves reading, playing sports, taking beach trips, and of course, sinking a long putt (though that's rare).