SFP Wealth
Brian Popiel is a seasoned financial professional currently serving as a Financial Advisor at SFP Wealth since October 2023. With a robust background in finance, Brian has held notable positions including CFO and COO at Trellis Software, Inc., and COO/CFO at Locust Walk. Previous roles also include CFO/CCO/GC at ObserveIT and Vice President, Senior Equity Analyst and Sector PM at Pioneer Investments, where Brian focused on the Financial Services Sector. Brian's career began at Holland & Knight LLP as an attorney, followed by key analytical positions at Westfield Capital Management and Independence Investments. Brian holds an A.B. from Harvard University and a Doctor of Law (J.D.) from Boston College Law School.
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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