Dan Murphy | Financial Planner, CFP®, RICP®
Contact Information
Mobile. 617.295.7626 Office. 617.526.9359
danielmurphy@financialguide.com
LinkedIn
280 Congress Street, Suite 1300
Boston, MA 02210
After graduating from Bentley University in 2012, Dan developed a passion for helping others with their retirement and investment planning. This passion led him to pursue a career in financial planning, and he has quickly progressed from a Planning Analyst to a Director, Vice President, and now Head of Wealth Strategy at CFG.
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. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®), Dan’s mission is to help clients achieve their goals through an ongoing, dynamic process that centers on values, behavior, and the coordination of investment, risk management, tax, and estate planning strategies. Additionally, he works with other trusted advisors such as attorneys, accountants, and family members to ensure that his clients make sound financial decisions for their future.
With a commitment to excellence and an eye for innovation, Dan continues to grow and expand his practice to meet the dynamic needs of his clients. He remains up-to-date on the ever-changing financial planning landscape and provides his clients with the latest knowledge and resources to make informed decisions. Dan remains passionate about helping families achieve their goals and dreams and is dedicated to providing the highest quality of service to ensure his clients reach their financial potential.
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).
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