Dec 3, 2018
Stacy Francis, CFP®, CDFA®, CES™
President and CEO
Francis Financial, Inc.
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 successful individuals, couples and women in transition such as divorce or widowhood.
Stacy has over 20 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™). Stacy has mastered specialized training in the financial issues of divorce and is the Director of the Association of Divorce Financial Planners (ADFP) Greater New York Metro Chapter. Stacy is the founder of Savvy Ladies™, a nonprofit organization dedicated to educating and empowering women to take control of their finances. Savvy Ladies has helped over 15,000 women through free one-on-one financial counseling, workshops and retreats.
Stacy also gives back as a board member of FamilyKind, a nonprofit organization offering NYC divorce services to adults and children experiencing separation or divorce. She is a nationally-recognized financial expert being one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, a member of the Forbes Finance Council as well as an expert contributor for The Wall Street Journal. Stacy’s expertise is highlighted in over 200 media publications, articles, bylined pieces and quotes.
Stacy is the host of Financially Ever After, a podcast focusing on women, money and divorce. She is also the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce. Stacy has received numerous industry awards, among them, Investment News 2016 Women to Watch, Financial Planning Association’s Heart of Financial Planning Award, Financial Planning Magazine's Pro Bono Award and the NAPFA Consumer Education Foundation’s first Pro Bono Award. She was also listed as a national Money Hero by CNN Money Magazine and received the Women’s Choice Award for one of the best financial Advisors for women.
In this episode, we discuss: