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Francis
Financial, Inc.
111 John Street, Suite 240
New York, NY 10038 |
| Phone: 212-374-9008 |
| Fax: 646-219-6799 |
| Stacy@FrancisFinancial.com |
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| Our
President |
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Stacy
is referred to as “the human Prozac” to your
financial woes because, as a result of working with her,
your worries and anxiety over finances disappear.
Stacy walks the walk of financial independence. She went
from beginning her career as the only female working in
an investment bank division of 50 men, in which she felt
unbelievably disempowered, to being a very successful Certified
Financial Planner®, running a private practice that brings
in six figure revenues at a growth rate of 300% annually.
She is proud to say she lives without personal credit card
debt, is a savvy investor and is on her way to a seven figure
income within the next few years.
Francis Financial, Inc. has five professionals plus Stacy
working with clients so you can always talk to someone about
your concerns. And she believes living a life with priorities
in sync with your personal values
is paramount to true financial independence. Family is the
top priority in Stacy's life; therefore, she has a flexible
schedule that allows her to successfully balance her three
passions: helping others achieve financial independence,
being a devoted wife and mother, and increasing the charitable
services of Savvy Ladies, the 20,000+ member non-profit,
educational organization she founded. |
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| Stacy
Francis is the president of Francis Financial, Inc., an
independent, fee-only wealth management firm specializing
in personalized financial consulting to the investment-minded
consumer. As a NAPFA-Registered Financial Advisor,
she is legally obliged (and personally committed) to put
the interests of her clients above her own. She neither
sells products, nor accepts commissions, so clients expect
and get unbiased financial advice. |
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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.
In addition, Stacy has a B.A. in International Economics
and in French from Middlebury College, where she graduated
CUM LAUDE. Formerly employed as director of Investment Relations
at Robinson, Lerer & Montgomery, she was also an investment-banking
analyst at Donaldson, Lufkin & Jenrette Securities Corp.,
specializing in financial services.
Stacy is active in the development of financial planning
as a profession, and is a professor for the International
Association for Financial Planning, where she teaches financial
planning and investment management to students sitting for
the CFP® certification exam. She sits on the board of
directors of the Financial Planning Association and is an
adjunct professor at The New School University. |
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| Stacy
is the Founder of Savvy Ladies, a 20,000+ member 501(3)c
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. |
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