Stacy Francis, Cfp, Cdfa, Ces Email and Phone Number
Stacy Francis, Cfp, Cdfa, Ces work email
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Stacy Francis, Cfp, Cdfa, Ces personal email
Stacy Francis is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), Certified Grief Recovery Specialist® and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of Financial Help for Widows: A Complete Resource Guide as well as Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce. Stacy is a nationally recognized financial expert being one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, a member of the Forbes Finance Council, as well as an expert contributor for The Wall Street Journal. She has appeared in hundreds of media outlets and has received numerous industry awards, among them, Forbes Top Women Wealth Advisors, Investopedia’s 100 Top Wealth Advisors, Investment News Top 20 Women to Watch in the United States and Financial Planning Magazine's Pro Bono Award. You can find our press hits here: http://francisfinancial.com/pressRECENT AWARDS:Crain’s New York Notable Women in Financial Advice 2020Forbes Top Women Wealth AdvisorsForbes Best-In-State Wealth AdvisorsInvestopedia’s 100 Top Wealth AdvisorsInvestment News Top 20 Women to Watch in the United StatesThe Financial Planning Magazine's Pro Bono AwardNational Money Hero by CNN Money MagazineWomen’s Choice Award for Financial AdvisorsThe Heart of Financial Planning Award from the Financial Planning Association (FPA)As much as 10% of all Francis Financial proceeds are donated to charities, including Savvy Ladies™, a nonprofit organization founded by Francis to educate and empower women to take control of their finances. Savvy Ladies has helped over 10,000 women through free one-on-one financial counseling, workshops and retreats.Specialties:Financial PlanningWealth ManagementDivorce Financial Planning
Francis Financial, Inc.
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Certified Financial Planner, Certified Divorce Financial Analyst, President And CeoFrancis Financial, Inc.New York, Ny, Us
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Official MemberForbes Finance Council 2017 - PresentBoston, Ma, Us -
Certified Financial Planner, Certified Divorce Financial Analyst, President & CeoFrancis Financial, Inc. Aug 2003 - PresentNew York, New York, UsEarly in my childhood, I witnessed how devastating life could be for women who were not empowered through financial education. My grandmother stayed in an abusive marriage because she did not have the skills to effectively deal with money. That experience changed my life and drove me into the finance field. My life’s mission is to help people feel financially secure and to live the life they deserve.My career started at a large firm where I soon realized that the difference I wanted to make required more freedom. I founded Francis Financial to create a place where our clients feel taken care of in every aspect of their financial life. It was also equally important for me that as we grew, the work environment fostered learning and personal growth for my team.I am honored that our firm is a trusted leader in the industry. Our success is largely due to our dedicated team of financial planning professionals who make sure that each client is fully supported. I am delighted to work with a group of such talented individuals who share my passion and dedication.Today, Francis Financial guides over 100 clients. We specialize in helping successful individuals find and maintain stable financial footing while undergoing various transitions in their lives. I couldn’t be more proud of the work we do every day.
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FounderSavvy Ladies Aug 2002 - PresentNew York, Us -
FounderSavvy Ladies 2002 - PresentNew York, UsAfter watching my grandmother stay in an abusive marriage because of a lack of financial knowledge, I decided to find a way to help women and to ensure that no one would ever be rendered powerless by a lack of financial education. I founded Savvy Ladies, a 501(c)3 charity, to provide women access to free financial education and guidance all over the world.Savvy Ladies seminars, webinars and helplines have assisted over 12,000 women attain the information and resources they need to lead a financially secure life and to feel empowered by their money decisions. Topics include budgeting, saving, investment planning and regaining financial independence after a difficult life transition.
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Director - Investment Relations DepartmentRlm Finsbury 1998 - 2001New York, Us
Stacy Francis, Cfp, Cdfa, Ces Skills
Stacy Francis, Cfp, Cdfa, Ces Education Details
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New York UniversityCertified Financial Planner -
Middlebury CollegeFrench
Frequently Asked Questions about Stacy Francis, Cfp, Cdfa, Ces
What company does Stacy Francis, Cfp, Cdfa, Ces work for?
Stacy Francis, Cfp, Cdfa, Ces works for Francis Financial, Inc.
What is Stacy Francis, Cfp, Cdfa, Ces's role at the current company?
Stacy Francis, Cfp, Cdfa, Ces's current role is CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, President and CEO.
What is Stacy Francis, Cfp, Cdfa, Ces's email address?
Stacy Francis, Cfp, Cdfa, Ces's email address is st****@****ial.net
What schools did Stacy Francis, Cfp, Cdfa, Ces attend?
Stacy Francis, Cfp, Cdfa, Ces attended New York University, Middlebury College.
What skills is Stacy Francis, Cfp, Cdfa, Ces known for?
Stacy Francis, Cfp, Cdfa, Ces has skills like Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, Personal Finance, Small Business, Financial Analysis, Retirement, Retirement Planning, Securities, Estate Planning, Wealth.
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