PAUL THIELS, AIF®, CEPA®, CPWA®
For more than 35 years, I have developed a network of close working relationships with a team of best-in-class financial services providers from around the country. As an Accredited Investment Fiduciary®, Certified Exit Planning Advisor® and Certified Private Wealth Advisor® designee, I collaborate with my team of trusted partners to deliver objective, solution-oriented advice for our clients.
We meet with clients virtually or in their environments – their homes, offices and businesses. This approach facilitates a real understanding of who our clients are and how we can best serve them. Our emphasis is on the quality of the relationships, not the quantity.
We believe this is how wealth management advice should be delivered – personal, private, and tailored to your needs and objectives.
» CONTACT PAUL
» SEE PAUL’S BACKGROUND ON FINRA’S BROKERCHECK
Licenses: FINRA Series 7, 24, 63, and 65
Securities offered through J.W. Cole Financial (JWC) member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Cypress Wealth Management and JWC/JWCA are unaffiliated entities.
Registered securities representative in AZ, CA, FL, GA, IL, LA, MS, NC, TN and TX.
For a copy of JWC’s and JWCA’s Form CRS please visit https://www.jw-cole.com/disclosures. By following this link, you consent to the receipt of the Form CRS electronically.