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Francis
Financial, Inc.
111 John Street, Suite 240
New York, NY 10038 |
| Phone: 212-374-9008 |
| Fax: 646-219-6799 |
| Info@FrancisFinancial.com |
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| Our Team |
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 Stacy is a certified financial planner, a nationally recognized media expert, speaker and author of the upcoming book Bounce Back--The New Formula for Financial Success in Any Economy. Her firm, Francis Financial, Inc. is an independent, fee-only firm that provides comprehensive financial planning services.
Stacy is also the founder of Savvy Ladies, a 20,000-plus non-profit educational organization established to empower women to take control of their finances and achieve more rich and rewarding lives.
As a nationally recognized expert on finance, Stacy appears regularly on CNBC, CNN, Nightly Business Report, NPR, Oprah and Friends and The Today Show and has been quoted in over 100 publications such as Business Week, CNN, Dow Jones, Entrepreneur, Forbes, Glamour, Investment News, Money Magazine, MSN, Newsweek, New York Times, The Wall Street Journal, USA Today and Women's Day.
Stacy is a Certified Financial Planner (CFP®), a Certified Divorce Financial Analyst (CDFA™), completed specialized training in the financial issues of divorce, and serves on the board for the Association of Divorce Financial Planners. In addition, Stacy is a professor for the New York University School of Finance, Law and Taxation. Stacy is a dynamic speaker who has taught hundreds of classes and has shared the platform with some of the top speakers in the country, including Suze Orman and Jean Chatzky. She has helped thousands of clients nationwide create more fulfilling lives through financial freedom.
Click here to read more about our president, Stacy Francis, CFP®, CDFA™. |
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 Sharon joined our team in May 2011. At Francis Financial, her role as a financial planner is to write and help present financial plans, perform supplemental analyses and establish appropriate strategies to help our clients achieve their goals. Sharon provides ongoing advice to our clients, as it relates to their financial plans, investments or other related financial queries.
Sharon began her career in financial planning in 2004 at Ameriprise Financial in Boston, where she gained the First Year Top Achiever award and became an advisor coach after just six months' training. Following a move to New York City, she joined the Wealth Advisory Practice of James Law, CFP® and Mark Chemtob, CFP®, an Ameriprise Financial franchise in downtown Manhattan. Most recently, Sharon worked for Element Financial Group as their Director of Financial Planning, where she gained extensive experience working with high net worth individuals.
Sharon qualified as a CERTIFIED FINANCIAL PLANNER™ in 2007. Before embarking on her financial planning career, she obtained her MBA from Bar Ilan University in Israel. Her undergraduate degree is in music performance (cello) from the Royal Academy of Music, London, where she won numerous cello performance prizes and graduated with 1st Class Honors.
Having worked for three years at the UJIA ISRAEL, a non-profit organization that helps immigrants acclimate in Israel, Sharon has a strong affinity for non-profit work. Sharon is inspired not just by the fee-only philosophy embraced by Francis Financial, but by the tremendous contribution Stacy's non-profit organization, Savvy Ladies, makes to our community. |
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 Danelle joined our team in November 2010. At Francis Financial, her role as a paraplanner is to support the team in updating client financial plans and managing investment portfolios. Danelle is a member of the Financial Planning Association (FPA), and she is working toward obtaining a CERTIFIED FINANCIAL PLANNER™ designation.
Originally from Almaty, Kazakhstan, she started her career in finance at Kazkommertsbank, one of the largest commercial banks in the CIS region, where she worked as a credit analyst for Small & Medium Enterprises. In 2008, she began working as a consultant for Deloitte's Financial Advisory practice, where she wrote company overviews for business valuation purposes, helped develop extensive financial models, and performed research and analysis of macroeconomic and industry data.
Danelle received her Bachelor's degree in Finance from Kazakh Economics University. Currently, she is completing the certification program for financial planners through New York University Center for Finance, Law and Taxation. |
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 Maelis joined our team in June 2011 as an executive assistant to Stacy Francis. At Francis Financial, Maelis operates as the client relationship manager as well as the office manager, handling client inquiries, scheduling client appointments, and providing valuable administrative support to the rest of our team. She will also be orchestrating various events throughout the year to strengthen the relationship between our staff and our clients.
Originally from France, Maelis received a degree in International Business at the Pennsylvania State University. Before moving to New York City, Maelis worked as an SEO Services Associate for Trinity Insight in Philadelphia where she managed the David's Bridal and Priscilla of Boston accounts. Maelis has also interned in the Marketing Department of Sotheby's International Auction House and in the Consumer Protection Department for the Office of Attorney General of Pennsylvania. She is thrilled to be part of the Francis Financial family, and looks forward to working with you. |
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