Designations: CFP®, CDFA™, CFA
Company: Francis Financial, Inc.
Phone: 212-374-9008 x1
Description of PracticeStacy Francis is the CEO and President of Francis Financial, Inc., an independent, fee-only Financial Planning and Wealth Management Boutique specializing in personalized financial consulting for high net worth individuals and families. Francis Financial focuses on well thought out, high-touch wealth management and financial planning, and encourages clients and professionals to ask questions, get to know the team and feel at home in their office.
Stacy has an extensive background in finance. She attended the New York University Center for Finance, Law and Taxation, where she successfully completed CFP education requirements and CFP certification exam. She is a Certified Divorce Financial Analyst (CDFA), completed specialized training in the financial issues of divorce through the College for Divorce Specialists, and serves on the board for the Association of Divorce Financial Planners
Stacy is the Founder of Savvy Ladies, a 20,000+ member 5013c non-profit, educational organization that educates and empowers women to take control of their finances, and achieve more rich and rewarding lives. Stacy founded the charity as part of her commitment to giving back and supports that pledge by donating up to 10% of Francis Financial, Inc. revenues to Savvy Ladies and other like-minded charities.
Stacy frequently lectures and speaks about financial planning, with particular emphasis on investments and money smarts for women and couples.
As a nationally recognized expert in finance, she has appeared on The Today Show, CNBC, PBS’ Nightly Business Report, OpenHouse NYC and Fine Living Network, and she is frequently quoted in publications such as Bankrate, CNN.com, The Daily News, Dow Jones, Financial Planning Magazine, Glamour, Investment Advisor Magazine, Investment News, Men’s Health, Money Magazine, MSN, Newsday, Smart Money, The New York Financial Planner, Quick and Simple, Women’s Day, Fund Action and The Wall Street Journal.