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Paul Francis

Private Wealth Advisor

Quadrant Private Wealth

United States, Pennsylvania, Coopersburg

About Me

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 Privat

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Profile Information

Private Wealth Advisor

Quadrant Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Coopersburg

Pennsylvania

United States

Jan 14, 2025

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