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Dan Murphy

Dan Murphy

Vice President | Planning Experience, CFP®

Dan Murphy, Vice President of Planning Experience, has been a part of CFG since 2013. He leads the creation and implementation of the firm’s financial planning philosophy and oversees the day-to-day operations of the Design Center, the firm’s internal financial planning team. In his role, he works with all advisors on designing the ideal client experience and delivery of the best possible advice to the clients of CFG.
Dan has a CFP®️ designation, as well as Series 7, 66, 24 and various state LAH licenses.
He graduated from Bentley University with a degree in Finance, a Liberal Studies Major in Ethics and Social Responsibility and Minor in Management. Dan currently resides in South Boston with his wife Nicole and is passionate about sports, music, and traveling.



101 Federal Street, Suite 800
Boston, MA 02110