Daniel G Sappenfield, CFP® Named to Cambridge Signature Club 2023
Qualified financial professionals will be honored at Cambridge’s Signature Club Conference in May
Villa Grove, IL – May 1st, 2023 – Dan has been named to Cambridge’s Signature Club, one of the top honors issued by the financial solutions firm. Signature Club celebrates those financial professionals who display a true commitment to excellence, as well as helping to fulfill Cambridge’s purpose to make a difference in the lives of its financial professionals, their clients, and its associates in alignment with the core values of integrity, commitment, flexibility, and kindness.
Earning this honor denotes that Dan has demonstrated the commitment to serving his clients while maintaining an independent mindset. Signature Club offers members opportunities to meet other leaders in their field at the annual Signature Club conference, slated to be held in San Antonio, Texas, from May 10-12, 2023. This event offers qualifiers the opportunity to network, learn from industry leaders, discuss the latest developments in their field, and further refine their skills and talents. Signature Club qualifiers will be joined by members of Cambridge’s senior leadership team for this multi-day event.
“At Cambridge, we are grateful to have financial professionals like Dan working with us,” said Cambridge President of Growth and Development Jeff Vivacqua. Dan has demonstrated a commitment to their clients as well as exemplary professional talent. At Cambridge, we work to provide opportunities for financial professionals to enhance their skills by sharing their different viewpoints and learning from their colleagues. When we work together to be our best, we elevate the entire industry.”
About Daniel G Sappenfield, CFP®
Dan is the owner of the Villa Grove, IL branch of Boyer and Sappenfield Investment Advisors and has been in the industry since 1991. Dan helps to assist clients in all walks of life, a core of Dan’s practice revolves around Retirement Income Planning.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
The 2023 Signature Club award is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser.
Boyer and Sappenfield Investment Advisors and Cambridge are not affiliated.