About Stacy Francis, President & CEO, Francis Financial, Inc. & Founder, Savvy Ladies
Stacy Francis is the President and CEO of Francis Financial, Inc., an independent, fee-only Boutique Wealth Management & Financial Planning firm that specializes in providing personalized advice to high net worth individuals and families. After successfully completing the CFP® education requirements and CFP® certification exam at New York University Center for Finance, Law and Taxation, Stacy found a passion for a fee-only approach to financial advising, and decided to start her own firm in early 2002. Stacy is also a Certified Divorce Financial Analyst (CDFA™), and serves on the board for the Association of Divorce Financial Planners (ADFP). Divorce Financial Planning has become an important branch of Francis Financial services. Through intensive analysis and collaboration with legal teams, the Francis Financial Team has helped countless clients reach a settlement that fully addresses their short-term and long-term financial needs.
Today, Francis Financial, Inc. has developed into a nationally recognized firm with a growth rate over 5 times higher than the national average for firms of similar size.
Stacy is also the Founder of Savvy Ladies, a 20,000+ member 501(3)c non-profit, educational organization that educates and empowers women to take control of their finances and achieve more rich and rewarding lives. Stacy founded the charity as part of her commitment to giving back and supports that pledge by donating up to 10% of Francis Financial, Inc. revenues to Savvy Ladies and other like-minded charities.
As a nationally recognized expert in finance, Ms. Francis has appeared on ABC News, CNBC, CNN, PBS Nightly Business Report, The Today Show, Good Morning America, Fine Living Network, The O’Reilly Factor and more. She has been quoted in over 100 publications including New York Daily News, Dow Jones, The Journal of Financial Planning, The Wall Street Journal, Investment News, Men’s Health, Money Magazine, Smart Money as well as most of the industry's trade publications. For all Press hits, Click here.
Most recently, Stacy was selected as a “Money Hero” by CNN’s Money Magazine, and is featured in the March 2013 issue as well as on the CNN Money Website.