Francois Marquis, MBA, CFP®
Fran joined Valenti Wealth Management in 2013. His focus is on helping affluent clients construct their customized portfolios, utilizing his experience and knowledge to help them analyze each of their needs as they seek their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the Certified Financial Planner Board of Standards, Inc. By evaluating client needs and assessing economic conditions and trends, Fran offers personalized service and customized plans for retirement saving, estate planning and wealth management services. Fran holds his FINRA Series 7 & 66 registrations through LPL Financial and also an insurance license. He started in the financial services industry in 2000 and prior to joining the firm, he was with Merrill Lynch.
Fran received his Bachelor’s degree in Business Administration from Lake Forest College in Lake Forest, IL. He earned his MBA from Pennsylvania State University. He lives in Simsbury, CT with his wife and two sons. Fran’s life-long hobby has been hockey, which he played professionally in Switzerland.