Stacy Francis- CFP®, CDFA®, CES™
President & CEO
Stacy’s passion for helping others through financial planning and investment management is uncommon. She is an award-winning role model for our team, colleagues, and women business owners across the country. Stacy regards our clients and staff as family and works hard to ensure that everything runs smoothly.
ProfessionallyStacy is a nationally recognized financial expert with over 20 years of experience in the financial industry. She is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council , and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today. Stacy is dedicated to furthering the financial planning profession, and is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is committed to ongoing professional education, has attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). As much as 10% of all Francis Financial proceeds are donated to charities, including Savvy Ladies™, a nonprofit organization founded by Stacy to educate and empower women to take control of their finances. Savvy Ladies has helped over 20,000 women through free one-on-one financial counseling, workshops, and retreats.
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