Francesca Federico, C(K)P® Aif® Cpfa® Email & Phone Number

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.

Listed skills include Corporate Retirement Plans, Wealth Management, Divorce Financial Planning, Investment Strategies, and 14 others.