Francisco A.

Private Wealth Manager at Creative Planning

Francisco A. is a Private Wealth Manager specializing in U.S. Expats & Multinational Families at Creative Planning. Francisco also serves as an International Wealth Manager at Thun Financial, a division of Creative Planning. Francisco A. has experience as a Supplemental Instructor at the University of Wisconsin - Whitewater and as a Buy-Side Summer Analyst at Tocqueville Asset Management. Francisco holds a Master of Science in Econometrics and Quantitative Economics from the University of Wisconsin-Whitewater and a Bachelor's Degree in Finance and Economics from the University of Wisconsin Oshkosh.

Links


Org chart

Sign up to view 0 direct reports

Get started


Teams

This person is not in any teams