Fran joined RWA Wealth Partners in 2021 as a senior relationship manager and is currently a wealth advisor. He has worked in the financial services industry since 1995 and served in both retail and institutional roles at Fidelity Investments as a Vice President. Fran also worked Avantax Investment Services as a Regional Director prior to joining RWA Wealth Partners. He is passionate about financial planning and helping individuals and families achieve successful outcomes. Fran is a CERTIFIED FINANCIAL PLANNER™ professional who earned his B.A. in communications from Stonehill College. He resides with his wife and three daughters in Milton, MA.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.