Paul Thiels, AIF, CPWA, CEPA
Professional ExitMap Planner / Featured
Founder & Principal, Portfolio Manager, Principal, Cypress Wealth Management ➤
PAUL THIELS, AIF®, CPWA®, CEPA has developed a network of close working relationships with a team of best-in-class financial services providers from around the country. He is an Accredited Investment Fiduciary® and Certified Private Wealth Advisor® designee who collaborates with his team of trusted partners to deliver objective, solution-oriented advice for our clients.
Paul meets with clients virtually or in their environments – their homes, offices and businesses. This approach facilitates a real understanding of his clients and how to serve them. Paul’s emphasis is on the quality of the relationships, not the quantity.
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- Listing ID: 8117
- Professional Class: Wealth Advisor