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Stacy Francis

June 18, 2021

Our Team

31

Stacy Francis- CFP®, CDFA®, CES™

President & CEO

(She/Her)

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.

Professionally
Personally
Purpose

Professionally

Stacy 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. Stacy is also host of the podcast, Financially Ever After: Widowhood.

Personally

Stacy grew up in the countryside in Michigan, which sparked her love of animals and the outdoors. She enjoys snowboarding, skiing, and horseback riding with her family. Stacy is as active as it gets and she loves her morning boot camp, running marathons and training for triathlons. Her favorite activities include cooking with her kids for their monthly Chopped Cooking Competitions, discovering new wines with her husband, swimming with dolphins in the Bahamas and scuba diving in the Dominican Republic. Captain Stacy and her family are also avid sailors and she recently acquired her sailing certification.

Purpose

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.
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Francis Financial

39 Broadway
Suite 1730
New York, NY 10006
(212) 374-9008

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