Congratulations Danny

Congratulations Danny!

Congratulations Danny

SAGEbroadview would like you to join us in celebrating a noteworthy achievement by our Associate Advisor, Danny Lester – his earning of the CERTIFIED FINANCIAL PLANNER™ marks. We are so excited for what lies ahead for Danny, and very proud of his accomplishments.

Danny Lester, CFP® on becoming a CERTIFIED FINANCIAL PLANNER™ Professional:

In 2017 I was fortunate to be set on the path to CFP® certification by one of my college professors. Now, almost six years later, I have fulfilled the requirements, and am now proudly a CERTIFIED FINANCIAL PLANNERTM professional. I am also grateful to be a part of a team who has supported me throughout the process and who truly believe in the value of holistic financial planning and acting as fiduciaries for each client we serve.

The knowledge I gained during the rigorous certification process will be further enhanced by the continuing education I’ve committed to, and by gaining additional experience working with our clients. For me, the CFP® certification is an important step toward helping our firm advance our clients’ financial goals and build on our mission statement: Appreciate the Wealth of Your Life.

Danny’s Journey to CERTIFIED FINANCIAL PLANNERTM Certification:

  • Bachelor’s Degree in Finance (Bentley University)
  • Master’s Degree in Taxation (Bentley University)
    • Bentley Coursework included: General principles of financial planning, Insurance Planning and Risk Management, Investment planning, Income tax planning, Retirement Planning and Employee Benefits and Estate Planning
  • CFP® Board Approved Capstone Course (Boston University)
  • CFP® Exam Passed: November 2020
    • Nothing like a testing center system glitch that delays the start of the exam by more than two hours to calm the nerves.
    • 2-part, 6-hour exam with a 64% first-time pass rate
  • Three years of relevant work experience (equivalent of 6,000+ hours)
  • Ethics – background check and pledge to adhere to the high standards of ethics and practice outlined in the CFP® Board’s Code of Ethics and Standards of Conduct
  • CFP® Certification Achieved: January 2023
Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.