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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 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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 Elissa joined our team in January 2008 as a financial planner. At Francis Financial, Elissa assists with plan preparation, asset management and client communications in addition to many other important aspects of financial planning.
Elissa graduated with her Bachelor's in Personal Financial Planning from Texas Tech University and she is working towards obtaining Certified Financial Planner™ certification. Prior to joining Francis Financial, Elissa did an internship with a trust company in Houston, Texas and she worked with Red to Black, an organization that provides financial counseling and planning to college students. Elissa is a member of the Financial Planning Association and she is involved with the Pro Bono Committee. |
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 Marta joined our team in June 2009 as a financial planner. Her career began in London as a financial advisor for the globally-renowned Barclay’s Bank. Since then, she's built a broad and solid platform of expertise working with award-winning brand names, including Thinc Destini (now BlueFin) and BDO Stoy Hayward. She qualified as a Certified Financial Planner™ in the UK in 2006 and went on to obtain the Investment Management Certificate (IMC) in 2007, which is administered by the UK Society of Investment Professionals (UKSIP).
Proud to continue her association with high-profile firms undergoing sustained growth, Marta feels privileged to work in New York City with a visionary team, lead by Stacy Francis. The firm’s holistic approach enables the team to help clients transform their wealth into something rewarding, which results in a sense of freedom, security and empowerment.
A firm believer in active appreciation of the luxurious world we have the good fortune to enjoy every day, Marta is committed to her work for the Pro Bono Committee of the Financial Planning Association of America (FPA). She also volunteers as a IRS tax preparer to both the underprivileged community in Manhattan and active members of the US Military. She is a member of both the Financial Planning Association of America (FPA) and the Institute of Financial Planning (IFP) in England. |
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 Steffi joined our team in January 2010 as an executive assistant to Stacy Francis. At Francis Financial, Steffi operates as the office manager, handles client inquiries, schedules client appointments, and provides valuable administrative support to the rest of our team.
Originally from Germany, Steffi studied Tourism Management and graduated from Akademie für Betriebswirtschaft und Welthandelssprachen with a degree in Marketing. Before making the move to New York City in 2007, Steffi worked for various companies in Germany, including Mercedes Benz and Stihl. Prior to her position with Francis Financial, Steffi was the Marketing Director for Savvy Ladies, a non-profit organization, founded by Stacy Francis to empower women through financial education. She held that position for two years; and therefore, she has been part of our office "family" for quite some time. |
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