Paul Francis, CFP®, CPWA®
Private Wealth Advisor
Paul leverages his past experience overseas in consumer, brand, and business development to help create plans for clients to achieve their financial goals. Helping clients make more informed financial decisions is central to the planning Paul initiates. In 2020 Paul joined Quadrant Private Wealth after having worked for Merrill Lynch in wealth management and financial planning. Prior to wealth management Paul had a 20+ year career at various packaged goods companies that afforded him the opportunity to live and work around the world.
Paul holds the Certified Financial PlannerTM (CFP®) certification awarded by the Certified Financial Planner Board of Standards Inc. and the Certified Private Wealth Advisor® (CPWA®) designation from the Investment & Wealth InstituteTM.
Paul is a graduate of the University of Western Ontario and the University of Windsor with degrees in Political Science and Honors Commerce respectively. He also earned his M.B.A. from Lawrence Technological University. Paul lives with his wife and two daughters in Center Valley, Pennsylvania. His interests include ice hockey, golf, and traveling.