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Stacy Francis, Cfp, Cdfa, Ces Email & Phone Number
CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, President and CEO
at
Francis Financial, Inc.
1 work email found
@francisfinancial.net
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, President and CEO
Location
New York, United States
Who is Stacy Francis, Cfp, Cdfa, Ces? Overview
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Quick answer
Stacy Francis, Cfp, Cdfa, Ces is listed as CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, President and CEO at Francis Financial, Inc., based in New York, United States. AeroLeads shows a work email signal at francisfinancial.net and a matched LinkedIn profile for Stacy Francis, Cfp, Cdfa, Ces.
Stacy Francis, Cfp, Cdfa, Ces previously worked as Official Member at Forbes Finance Council and CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, President & CEO at Francis Financial, Inc.. Stacy Francis, Cfp, Cdfa, Ces holds Cfp, Certified Financial Planner from New York University.
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Email format at Francis Financial, Inc.
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{first}@francisfinancial.net
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AeroLeads found 1 current-domain work email signal for Stacy Francis, Cfp, Cdfa, Ces. Compare company email patterns before reaching out.
Profile bio
About Stacy Francis, Cfp, Cdfa, Ces
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
Listed skills include Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, and 11 others.
Current workplace
Stacy Francis, Cfp, Cdfa, Ces's current company
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6 roles · 29 years
Stacy Francis, Cfp, Cdfa, Ces work experience
A career timeline built from the work history available for this profile.
Official Member
Current
2017 - Present
~9 yrs 6 mos
Certified Financial Planner, Certified Divorce Financial Analyst, President & Ceo
CurrentEarly 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.
Aug 2003 - Present
Founder
Current
Aug 2002 - Present
Founder
CurrentAfter 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.
2002 - Present
~24 yrs 6 mos
Director - Investment Relations Department
1998 - 2001
~3 yrs
2 education records
Stacy Francis, Cfp, Cdfa, Ces education
Cfp, Certified Financial Planner
New York University
Bachelor'S Degree, International Business, French
Middlebury College
FAQ
Frequently asked questions about Stacy Francis, Cfp, Cdfa, Ces
Quick answers generated from the profile data available on this page.
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 Francis Financial, Inc.?
Stacy Francis, Cfp, Cdfa, Ces is listed as CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, President and CEO at Francis Financial, Inc..
What is Stacy Francis, Cfp, Cdfa, Ces's email address?
AeroLeads has found 1 work email signal at @francisfinancial.net for Stacy Francis, Cfp, Cdfa, Ces at Francis Financial, Inc..
Where is Stacy Francis, Cfp, Cdfa, Ces based?
Stacy Francis, Cfp, Cdfa, Ces is based in New York, United States while working with Francis Financial, Inc..
What companies has Stacy Francis, Cfp, Cdfa, Ces worked for?
Stacy Francis, Cfp, Cdfa, Ces has worked for Francis Financial, Inc., Forbes Finance Council, Savvy Ladies, and Rlm Finsbury.
How can I contact Stacy Francis, Cfp, Cdfa, Ces?
You can use AeroLeads to view verified contact signals for Stacy Francis, Cfp, Cdfa, Ces at Francis Financial, Inc., including work email, phone, and LinkedIn data when available.
What schools did Stacy Francis, Cfp, Cdfa, Ces attend?
Stacy Francis, Cfp, Cdfa, Ces holds Cfp, Certified Financial Planner from New York University.
What skills is Stacy Francis, Cfp, Cdfa, Ces known for?
Stacy Francis, Cfp, Cdfa, Ces is listed with skills including Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, Personal Finance, Small Business, Financial Analysis, and Retirement.
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