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Daniel G. Sappenfield, CFP® Professional

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