SFP Wealth
Joel Culkins, CRPS®, is a Financial Associate and Analyst specializing in Retirement Plans at SFP Wealth since June 2022. Prior experience includes serving as Treasurer for The Delta Chi Fraternity, Inc. from January 2020 to December 2021, and working as a Dietary Aide at the Center For Extended Care from July 2020 to September 2021, where responsibilities included meal delivery for residents. Joel is an alumnus of the University of Massachusetts Amherst, having completed studies in May 2022.
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