Francesca Federico, C(K)P® Aif® Cpfa® Email and Phone Number
Francesca Federico, C(K)P® Aif® Cpfa® work email
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Francesca Federico, C(K)P® Aif® Cpfa® personal email
Francesca Federico, C(K)P® Aif® Cpfa® phone numbers
I like to treat my clients like family and in 2014 I co-founded Twelve Points to achieve the flexibility to build a practice centered around helping people with anything they need and to change their lives for the better – financially, professionally, and personally. My belief is that everyone deserves an advisor who empowers them by putting their wants, goals, and needs first. Our industry is suffering from consolidation and we are bringing independence and service back to people and companies who value this most.I help businesses, families, and individuals, especially women in transition and business owners, to plan and manage their financial lives, retirement plans, and more. Over my 15-year career, I have frequently won awards for our firm's exceptional work. Recently, I've been honored by Inc. 5000, NAPA, Financial Times, AdvisorHub, BBJ and Five Star Professional for my work as a wealth manager and 401k advisor. I'm always looking for ways to get involved in the community. I mentor young women and recent graduates and I'm also involved in the leadership of multiple charities, foundations, and alumni councils, including Marisa’s Mission, a nonprofit I co-founded to honor my cousin Marisa, who lost her battle with breast cancer in 2016.My clients value me as someone they can call about anything, anytime, to find exactly what they need: advice, connections, support, or simply a smile and laugh or a listening ear.
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Co-Founder & President, Wealth AdvisorTwelve Points May 2014 - PresentConcord, Ma, Us
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401K/403B Expert; Co-Founder & PresidentTwelve Points Retirement Advisors May 2014 - PresentConcord, Ma, Us -
Vice PresidentTomorrow'S Women Today Jan 2016 - PresentBoston, Ma, UsTomorrow’s Women TODAY, known as The Boston Women’s Leadership Council, is a non-profit organization that was founded to bring women together who have been identified as leaders in both the public and private sectors. Inspired by The Massachusetts Women's Forum, Tomorrow's Women Today members are among top emerging leaders in Boston. -
Co-Founder, Board EmeritusMarisa'S Mission Dec 2016 - PresentBraintree, Ma, UsMARISA’S MISSION is a 501(c)(3) non profit organization dedicated to making a difference in the lives of cancer patients and their families. Our goal is to inspire hope, support research and meet the needs of those impacted by this disease.My cousin Marisa had a deep passion for helping others. She encompassed a unique quality that made everyone feel special. Since her passing in 2016, this Foundation, Marisa’s Mission was started to continue Marisa’s legacy by motivating and assisting families affected by the numerous challenges of cancer.Our initiatives are to help patients and families lessen their stress and financial burdens. We wish/hope to help them focus solely on their health and the valuable time they spend with loved ones. -
Board MemberThe Light Foundation Jan 2021 - PresentGreenville, Ohio, Us -
Board MemberMassachusetts (Mru) Restaurants United Feb 2023 - Present -
Boston Chapter Council MemberForbes Finance Council Sep 2016 - PresentBoston, Ma, UsAn invitation-only organization for executives in accounting, financial planning, wealth and asset management, and investment firms. -
Club FacilitatorUsa 500 Clubs Llc Jan 2014 - PresentWellesley, Ma, UsThe USA 500 Clubs are exclusive regional communities for successful trusted advisers seeking like-minded professionals for the purposes of developing relationships, sharing knowledge & resources, reputation enhancement, and creating business opportunities. -
Board MemberHale Mar 2019 - Jan 2024Westwood, Ma, Us -
President - Boston Alumni ChapterFairfield University Aug 2016 - Aug 2018Fairfield, Ct, Us -
Financial AdvisorMorgan Stanley Wealth Management Jun 2010 - May 2014New York, Ny, Us -
Wealth Management AssociateThe Buckley Group May 2008 - Jun 2010Wealth Management and Estate Planning Specialists
Francesca Federico, C(K)P® Aif® Cpfa® Skills
Francesca Federico, C(K)P® Aif® Cpfa® Education Details
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Fairfield UniversityFinance -
Notre Dame Academy, Hingham
Frequently Asked Questions about Francesca Federico, C(K)P® Aif® Cpfa®
What company does Francesca Federico, C(K)P® Aif® Cpfa® work for?
Francesca Federico, C(K)P® Aif® Cpfa® works for Twelve Points
What is Francesca Federico, C(K)P® Aif® Cpfa®'s role at the current company?
Francesca Federico, C(K)P® Aif® Cpfa®'s current role is Co-Founder & President at Twelve Points.
What is Francesca Federico, C(K)P® Aif® Cpfa®'s email address?
Francesca Federico, C(K)P® Aif® Cpfa®'s email address is fr****@****eld.edu
What is Francesca Federico, C(K)P® Aif® Cpfa®'s direct phone number?
Francesca Federico, C(K)P® Aif® Cpfa®'s direct phone number is +197831*****
What schools did Francesca Federico, C(K)P® Aif® Cpfa® attend?
Francesca Federico, C(K)P® Aif® Cpfa® attended Fairfield University, Notre Dame Academy, Hingham.
What skills is Francesca Federico, C(K)P® Aif® Cpfa® known for?
Francesca Federico, C(K)P® Aif® Cpfa® has skills like Corporate Retirement Plans, Wealth Management, Divorce Financial Planning, Investment Strategies, Estate Planning, Asset Allocation, Strategic Financial Planning, Retirement Planning, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management.
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