Stacy Francis

CFP®, CDFA®, CES„

Francis Financial, Inc.

Financial Advisor

Stacy Francis

CFP®, CDFA®, CES„

Francis Financial, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stacy Francis, CFP®, CDFA®, CES„

Fee-Only Financial Planner located in New York, NY and serving clients worldwide. Specializing in working with women going through a transition such as divorce, widowhood, or inheritance.

Stacy Francis is a New York, NY fee-only financial planner. Francis Financial, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Stacy Francis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Early in her life, Stacy Francis witnessed how devastating life could be for women who were not empowered through financial education. Her grandmother stayed in an abusive marriage because she did not have the skills to effectively deal with money. That experience changed Stacy's life and drove her into the finance field.

Stacy is the President and CEO of Francis Financial, which she founded 15 years ago. Stacy attended the New York University Center for Finance, Law and Taxation and has over 18 years of experience. She is a Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®) as well as a Certified Estate and Trust Specialist (CES™). Stacy is the founder of Savvy Ladies™ and serves on its Executive Board of Directors. Savvy Ladies is a nonprofit that has provided over 15,000 women with personal finance education and resources. The charity offers over 70 free programs each year to women who want to get savvy about their money.

She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter and a member of the International Divorce Financial Analyst (IDFA) organization. Stacy has spoken over 250 times around the country on important financial planning topics for women.

Stacy has received numerous industry awards, among them, Investment News Top 20 Women to Watch in the United States, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine's Pro Bono Award. She was also listed as a National Money Hero by CNN Money Magazine and received the Women’s Choice Award for one of the best financial advisors for women.

She is a nationally-recognized financial expert being one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, a member of the Forbes Finance Council, as well as an expert contributor for The Wall Street Journal. She has appeared in over 100 media outlets including Barron’s, CNBC, CNN, Good Morning America, Investment News, Kiplinger’s, Money Magazine, NBC, The New York Times, PBS, and USA Today.

 

Stacy Francis is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Stacy Francis

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Office Locations:

  • 39 Broadway
    Suite 1730
    New York, NY 10006

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