Stacy Francis, CFP<sup>&reg;</sup> - Financial Advisor

Stacy Francis, CFP®

CDFA, CES

CEO & President

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
FINANCIAL ADVISOR'S WEBSITE
(212) 374-9008 CONNECT WITH Stacy
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General

Stacy Francis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Francis Financial, Inc. in New York, NY and the surrounding communities.

Financial Advisor Overview

Stacy Francis is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Stacy has over 18 years of experience in the financial industry. She attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. Stacy is also a Certified Divorce Financial Analyst™ (CDFA™) as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA, CES

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Insurance, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources