Shweta Lawande
CFP®, CDFA®
Francis Financial, Inc.
Lead Advisor
Shweta Lawande
CFP®, CDFA®
Francis Financial, Inc.
Lead Advisor
From a young age, I observed my immigrant parents as they worked tirelessly to secure their financial future. I saw firsthand how making wise financial decisions in their day-to-day lives brought them peace of mind and fostered the confidence they needed to accomplish their goals for our family. For me, it is a privilege to work alongside our clients in empowering them to achieve their goals, and it is an honor to support them in building the future they deserve. - Shweta Lawande, CFP®, CDFA®
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million 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.
Shweta Lawande is a New York, NY fee-only financial advisor serving clients locally and across the country. 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, Shweta Lawande is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Shweta Lawande is a true team player and works hard to support our senior advisors. Whether it be account establishment, client management, custodian paperwork, financial modeling, and planning, or generating client portfolio reports, Shweta excels at all tasks with her great dedication and sharp attention to detail.
Professionally: Shweta graduated from New York University with a degree in Economics and a concentration in Business Studies. She was Vice President of NYU’s South Asian Student Association and a member of Kappa Kappa Gamma Fraternity. Prior to joining Francis Financial, Shweta gained valuable experience through internships at a hedge fund and at a corporate restructuring firm. She earned her Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies as well as her Certified Divorce Financial Analyst® (CDFA) designation.
Personally: Shweta’s kind personality and her passion for helping others always shines through. Shweta is thrilled to work at Francis Financial where she can help empower others through financial planning and wealth management. When she isn’t working her dream job, Shweta can be found exploring the city or hosting movie nights with friends. An avid film lover, her passion for film transcends national bounds and extends to both Hollywood and Bollywood movies. Her other hobbies include reading, writing, surfing, and traveling. If given a chance to be anywhere else in the world, she would visit Thailand to search for the most authentic version of her favorite dish, Pad Thai.
Purpose: From a young age, I observed my immigrant parents as they worked tirelessly to secure their financial future. I saw firsthand how making wise financial decisions in their day-to-day lives brought them peace of mind and fostered the confidence they needed to accomplish their goals for our family. For me, it is a privilege to work alongside our clients in empowering them to achieve their goals, and it is an honor to support them in building the future they deserve.
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, Forbes Top Women Wealth Advisors and Best-in-State Wealth Advisors, Crain's Notable Women in Financial Advice, Investopedia 100 Top Financial Advisors, 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.
Specialties
- 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
Ideal Clients
- Women who are new to managing finances
- Divorced or widowed
- Sudden Money Situations
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
- $2 Million in Investible Assets
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation for anyone who reaches out
Professional Designations & Affiliations
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Shweta Lawande is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Shweta Lawande 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.
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Shweta Lawande is Quoted on CNBC: "The pandemic has widened the gap between women and men’s retirement savings. What to know about catching up"
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Shweta Lawande is Quoted on MSNBC: "Covid-19 has hurt women's retirement accounts ― Here's how to rebuild'
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Shweta Lawande is Quoted in Retirement Republic: "Why You Should Get Professional Help When You’re Nearing Retirement"
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Shweta Lawande is Quoted on Debt.com: "17 Daughters Share Timeless Money Lessons from Their Moms"
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Shweta Lawande is Quoted on MSN Money: "Here's what to know about managing your debt in retirement"
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Shweta Lawande is Quoted in Advisors Magazine: "Not Working 9 to 5: It’s a “She-Cession” Economy"
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Shweta Lawande is Quoted on Retired Life Daily: "Divorce can devastate ladies’s retirement financial savings. Find out how to rebuild"
Contact Shweta Lawande
Office Locations:
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39 Broadway
Suite 1730
New York, NY 10006
