Stacy Francis
CFP®, CDFA®, CES™
Francis Financial
CEO & President
Stacy Francis
CFP®, CDFA®, CES™
Francis Financial
CEO & President
Early in my life, I witnessed how devastating life could be for women who were not empowered through financial education. My grandmother stayed in an abusive marriage because she did not have the skills to effectively deal with money. That experience changed my life and drove me to help women take charge of their finances and become financially empowered. - Stacy Francis, CFP®, CDFA®, CES™
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.
Stacy Francis 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, 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 in 2002. Stacy attended the New York University Center for Finance, Law and Taxation and has over 20 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 25,000 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 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.
She was the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter for over 10 years and is 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 is the host of Financially Ever After, a podcast focusing on women, money and divorce. She is also the author of the Financial Help for Widows - A Complete Resource Guide and the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce.
Stacy has received numerous industry awards, among them, Investment News Top 20 Women to Watch in the United States, 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. 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.
Stacy Francis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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, 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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Stacy Francis is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Stacy Francis 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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Stacy Francis 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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Stacy Francis is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Stacy Francis is the Host of Financially Ever After
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Stacy Francis has been Selected as an Official Member of the Forbes Finance Council
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Stacy Francis Holds the Certified Estate and Trust Specialist (CES) Designation from The Institue of Business and Finance
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Stacy Francis Published "Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce"
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Divorce, Unveiling The Unspoken Truth – with Stacy Francis Can Be Heard on The MoneyZen Podcast
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Stacy Francis is a nationally-recognized financial expert being one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council
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Stacy Francis is Featured on CityWire: "The majority of women coming to us are frightened’: How Stacy Francis built a female-focused RIA"
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Stacy Francis is the Founder of Savvy Ladies - Financial Empowerment
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Stacy Francis Contributes to Financial Planning Magazine
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Stacy Francis Contributes to CNBC
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Stacy Francis Contributes to Kiplinger
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Stacy Francis Contributes to Thrive Global
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See Stacy Francis Interviewed on Citywire ria: "Two RIA leaders share their contrasting paths to success"
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Stacy Francis Contributes to Grit and Soul Blog: "What Marriage Story Left Out About Finances in Divorce."
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Stacy Francis is Quoted in Forbes: "16 Strategies To Help Financial Advisors Improve Their Customer Service"
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Stacy Francis is Quoted on StudentLoanHero.com: "3 Reasons Student Loan Debt Is Preventing Millennials From Having Kids"
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Stacy Francis is Quoted on CNBC: "With less savings and longer lifespan, women must take 4 key steps to shore up retirement"
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Stacy Francis is Quoted on CNBC: "4 key coronavirus crash personal finance questions answered"
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Stacy Francis is Quoted on CNBC: "Coronavirus giving you financial anxiety? How to avoid debt during the pandemic"
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Stacy Francis is Quoted in InStyle: "What You Need to Know If You’ve Been Laid Off or Furloughed, or Fear You Might Be"
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Stacy Francis is Quoted in AARP Magazine: "19 Jobs You Can Do Without Leaving the House"
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Stacy Francis is Quoted in AARP Magazine: "What to Do if You're Pushed Into Early Retirement by the Pandemic"
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Stacy Francis is Quoted on Consumer Reports: "Notes on Buying Your First Home in an Economic Crisis"
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Stacy Francis is Quoted on CNBC: "Here are key ways the coronavirus crisis differs from the Great Recession"
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Stacy Francis is Interviewed on Smart Money Mamas
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Stacy Francis is Quoted on CNBC: "Not just financial health: Advisors guide clients through coronavirus crisis"
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Stacy Francis is Quoted on Artese Zandri Blog: "Gaining Economic Parity In A Divorce"
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Stacy Francis is Quoted on CNBC: "Picking up the financial pieces after a loss: ‘We planned life but we didn’t plan death’"
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Stacy Francis is Quoted in Forbes: "16 Ways Small Businesses Can Tackle Financial Risk Management"
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Stacy Francis is Quoted in Forbes: "Business Owners: 14 Expert Tips For A Strong Retirement Plan"
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Stacy Francis is Quoted on Kiplinger: "The Finances of Joint Custody Agreements: 10 Things You Must Know"
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Stacy Francis is Interviewed on Rich in Relationship Podcast
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Stacy Francis is Quoted on CNBC: "6 things women shouldn’t do when starting a business"
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Stacy Francis is Quoted on CNBC: "Economy, jobs, cost of living top Covid-19 fears as voters worry about their finances, CNBC/Change Research poll finds"
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Stacy Francis is Quoted on CNBC: "Apple and Tesla are doing stock splits. Here’s what that actually means to investors"
Contact Stacy Francis
Office Locations:
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39 Broadway
Suite 1730
New York, NY 10006
