Daniel G. Sappenfield, CFP® Professional
Investment Advisor Representative
Education
- Certified Financial Planner designee, January 2000
- FINRA Series 6,63, and 65
- Fully Insurance Licensed
Professional Experience
- Boyer & Sappenfield Investment Advisors, Owner 1991
- Investment Advisory Representative
Areas of Practice
- Retirement Income Planning for accumulation and distribution and other overall Financial Planning needs including college funding, life insurance, and portfolio analysis.
- Complete comprehensive Financial Planning for every stage of life, including debt management
- Income Tax Planning
Professional Associations
- Bachrach & Associates Mastery Series, Values Based Financial Planning
- Member, Financial Planning Association
- Member, Financial Services Institute
Community Activities
- Past member Villa Grove School Board, Villa Grove, Illinois
- Past President, Villa Grove Chamber of Commerce, Villa Grove, Illinois
- Past President Villa Grove Rotary Club
- Lector, member Sacred Heart Catholic Church, Villa Grove, Illinois
- High School Head Girl’s Varsity Basketball coach since 2004
- Teaching finance section for High School Seniors focusing on investing for the future