Francisco A., MS, CFP®

Cross-Border Wealth Manager for Americans Living Abroad

I hold a B.B.A. in Finance and Economics and a Master of Science in Quantitative Economics from the University of Wisconsin, and I am a CFP® professional. I am a dual citizen who grew up in South America, with family roots spanning the United States, South America, and Western Europe.

For the past fifteen years, I have worked with Americans living overseas, multinational families, and clients closer to home across the Midwest. Before founding MAPT Capital, I was a Senior Wealth Manager at Thun Financial Advisors and a financial analyst at Tocqueville Asset Management. I split my time between Madison and Chicago, where I also teach investment and financial planning courses at Northwestern University.

I work as a fee-only fiduciary, which means I am paid directly by clients rather than through commissions or product sales. My work covers investments, retirement, tax, and estate planning, with particular attention to how those pieces shift once a client's life or money crosses a border.

About MAPT Capital

MAPT Capital started with a simple observation, shared among colleagues with sixty years of combined experience: the wealth management industry needed a firm that was independent, personal, and built for clients whose financial lives do not fit neatly inside one country.

That experience was never limited to the United States. We have spent significant portions of our careers working with Americans abroad and multinational families, alongside local clients across the Midwest. Founding MAPT Capital in Madison, Wisconsin, let us build the firm around that focus, one where clients work directly with the founders rather than being handed off down the chain.

Every relationship starts with a no-cost introductory conversation, where we dig into a client's specific situation and offer real recommendations. When we are not the right fit, we point clients toward other professionals or firms in our network who are.

Outside the Office

I spend most of my time with my wife, keeping up with our two young children and two rescue dogs.

Book a call with Francisco here.