CFP®, CDFA®, CPWA®
Fee-Only Financial Planner located in New York, NY and serving clients in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Paul Stagias is a New York, NY fee-only financial planner. Francis Financial, Inc. provides comprehensive financial planning, wealth management, and divorce planning to help clients navigating a life transition organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial advisor, Paul Stagias is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Paul Stagias’s role is to help clients with financial planning and portfolio strategy. More specifically, Paul meets with clients to understand their goals, and works with the rest of the team to create tailored investment portfolios and financial plans to help meet those goals. He thoroughly enjoys working with numbers and with people, which makes his work highly rewarding.
Professionally: Paul is a graduate of the Mason School of Business at the College of William & Mary, where he earned his Bachelor’s degree in Business Administration (finance major), cum laude.
Paul completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and also holds the Certified Divorce Financial Analyst® (CDFA®) designation. He is also a Certified Private Wealth Advisor® (CPWA®) which he earned from the Yale School of Management. He is known for his diligence, reliability and great sense of humor and has developed an expertise in investment planning, tax planning, insurance planning and estate planning. Paul continues to seek opportunities to learn and grow as a financial advisor.
Personally: Paul loves to travel with his wife, and they both really enjoy playing tennis and cheering on the Yankees together.
He believes in giving back and volunteers for charitable causes such as The Arc, Habitat for Humanity, and the American Red Cross. He was also a mentor through Minds Matter NYC, a not-for-profit organization whose mission is to transform the lives of accomplished high school students from low-income families by helping to broaden their dreams and prepare them for college success.
Reach out today for your complimentary Discovery meeting with Paul.
Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry and to provide clients with independent advice, transparency and individual attention.
We are an independent, fee-only boutique wealth management, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for women going through transitions, such as divorce, widowhood and sudden wealth. We have a fiduciary responsibility to act in our clients' best interest. We do not have ties to commissions or compensation from outside sources, so clients know that they can trust our advice.
Our team specializes in divorce financial planning and plays a vital role in making sure that our clients sustain financial peace of mind during and after their divorce.As Certified Divorce Financial Analysts (CDFA®), we work hand in hand with our clients and their team of divorce professionals to understand how the financial decisions they make during their divorce will impact their future.
When working with clients in transition, we model the outcome of their divorce settlement and offer a clear and independent image of what their financial future may look like if they choose one settlement option over another. Our team is trained and knowledgeable about individual states' divorce laws and helps our clients answer questions regarding budgeting, alimony, tax planning, home sales, asset distribution, insurance and other factors that are crucial in determining their ideal settlement and attaining long-term financial security.
Francis Financial is honored to be the recipient of numerous industry awards, such as the Women’s Choice Award, Wealth & Money Management Award for divorce financial planning team of the year, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. Most recently, AdvisoryHQ listed Francis Financial as one of the Top 9 Best Financial Advisors in New York, NY.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Divorce Financial Planning (before, during, and after)
- Financial Planning after losing a spouse
- Planning for families with special needs children
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Women who are new to managing finances
- Divorced or widowed
- Sudden Money Situations
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation for anyone who reaches out
Professional Designations & Affiliations
Paul Stagias is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Paul Stagias is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Paul Stagias is a Certified Private Wealth Advisor ® (CPWA®)
The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
Contact Paul Stagias
New York, NY 10006