Stacy A. Francis

Stacy A. Francis

Francis Financial, Inc.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: Financial Planner

Offering advice since: 2002

Areas of focus:

  • Business planning
  • Divorce planning
  • Educational Planning
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities

Further information about Stacy A. Francis:

Stacy is a Certified Financial Planner, a nationally recognized media expert, speaker and author of the upcoming book Bounce Back--The New Formula for Financial Success in Any Economy.

Stacy is also the founder of Savvy Ladies, a 20,000-plus non-profit educational organization established to empower women to take control of their finances and achieve more rich and rewarding lives.

As a nationally recognized expert on finance, Stacy appears regularly on CNBC, CNN, Nightly Business Report, NPR, Oprah and Friends and The Today Show and has been quoted in over 100 publications such as Business Week, CNN, Dow Jones, Entrepreneur, Forbes, Glamour, Investment News, Money Magazine, MSN, Newsweek, New York Times, The Wall Street Journal, USA Today and Women's Day.

Stacy is a Certified Financial Planner has completed specialized training in the financial issues of divorce. In addition, Stacy is a professor for the New York University School of Finance, Law and Taxation. Stacy is a dynamic speaker who has taught hundreds of classes and has shared the platform with some of the top speakers in the country, including Suze Orman and Jean Chatzsky. She has helped thousands of clients nationwide create more fulfilling lives through financial freedom.

Compensation and Fee Structures:

Francis Financial, Inc. is an independent, fee-only wealth management firm. Francis Financial, Inc. does not sell financial products, accept commissions or compensation from any other source so clients expect and get unbiased advice.

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP(R))
Certified Divorce Financial Analyst (CDFA(TM))

Education:

CFP(R), New York University Center for Finance, Law and Taxation, 1998-2002

Certified Divorce Financial Analyst (CDFA) and has College for Divorce Specialists, 2003

Bachelors of Arts, CUM LAUDE, International Economics and French, Middlebury College, 1993-1997

Will provide references upon request?

Yes


Further information about Francis Financial, Inc.:

Francis Financial, Inc.

(Size of firm: 0-9 advisors)

Francis Financial is an independent, fee-only financial advisory firm. We work with individuals who want to get control of their money and finally feel secure about their finances.

Should you decide to engage our services, we can discuss which of our services and client tracks is appropriate for you. Most clients find the financial planning process to be stimulating and enlightening. The end result, of course, is greater peace of mind. We look forward to helping YOU build a brighter financial future!


Contact Information for Stacy A. Francis

Phone: (212) 374-9008
Please support us by letting this adviser know you found them through Boomerater

Fax: (646) 219-6799

Address for Stacy A. Francis:
111 John Street
Suite 240
New York, NY, 10038

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