Stacy Francis, CFP®, CDFA™, CES™
President & CEO
Wealth Management & Financial Planning
Greater New York Area
Stacy Francis works with individuals helping them plan their financial future. Her typical clients are going through big changes in life or have just undergone a huge transition. Her clientele is primarily divorced and widowed women.
Stacy understands the fear many of us have about money. Her goal is to help you now and for the future so that you never have to worry that you’ll run out of money. She began her mission to understand and educate women about money as a young woman. She wanted to change the way women think and educate themselves about money. As a girl, Stacy witnessed her grandmother remain in an abusive relationship. When she was old enough to ask, “why?” she she learned that her grandmother remained because she believed there was no other choice and she lacked the financial stability to change her situation. From that point, Stacy was clear on her mission.
In addition to Stacy’s thriving financial practice, she is dedicated to philanthropy. After graduating from the New York University Center for Finance, Law and Taxation, Stacy embarked on a mission to help women and created SAVVY LADIES, a non-profit dedicated to helping women. She remains on the board of Savvy Ladies and is also actively involved in several other organizations that support those in need through difficult times such as Family Kind.
Stacy is very specific about helping her clients. She has a unique process of ‘on-boarding’ clients which involves gaining a deep understanding of her client’s “money personality” as well as their assets and financial goals. Her ability to connect with people is an incredible strength that Stacy has. She is also keenly aware of the types of clients that work best with her firm.
Stacy has received countless awards and recognition for both her financial and philanthropic success but the award she’s most proud of is the one she received in 8th grade basketball: The Hustle Award. She may not have been the best player but she tried her hardest. To Stacy life is about trying and persevering. She knows all too well the positive results that come from that!
Francis Financial works with clients with at least $1 million in liquid assets (not including cash). Stacy prides herself on being available and making sure her clients never worry about picking up the phone to ask a question. You can always count on personal advice and a welcoming staff at Francis Financial.