Francis Spina, CFP®
Senior Vice President & Financial Advisor
As a Senior Vice President and Financial Advisor at Seventy2 Capital, Fran Spina is dedicated to helping his clients reach their financial goals. His clients trust him to customize a strategy that is designed to meet their specific needs, regardless of their stage in life or the complexity of their individual circumstances. Fran’s comprehensive approach assists clients with the cornerstones of wealth management: investments, liability management, risk management and insurance, and trust and estate planning strategies.
Fran served as a financial advisor and in managerial positions at Wells Fargo Advisors and its’ predecessor firms for nearly twenty years before joining Seventy2 Capital, most recently serving as Assistant Market Leader and Senior Vice President. Additionally, he is a CERTIFIED FINANCIAL PLANNER® professional as authorized by the Certified Financial Planner Board of Standards and has a bachelor’s degree in political science from Fairfield University.
Outside the office, Fran enjoys spending time with family, traveling the globe, and volunteering with local charities.
Location: Westport
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.