Stacy Francis

Website
http://www.francisfinancial.com

Profile
Stacy Francis is the president of Francis Financial, Inc., an independent, fee-only firm that specializes in helping individuals create more fulfilling lives through financial freedom. Ms. Francis has an extensive background in finance. Formerly employed as director of Investment Relations at Robinson, Lerer & Montgomery, she also was an investment-banking analyst at Donaldson, Lufkin & Jenrette Securities Corp., specializing in financial services. As a NAPFA-Registered Financial Advisor, Ms. Francis is legally obliged to put the interests of her clients above her own. She neither sells products, nor accepts commissions, so clients expect and get unbiased financial advice. Ms. Francis attended the New York University Center for Finance, Law and Taxation, where she successfully completed CFP® education requirements and CFP® certification exam. Ms. Francis is a Certified Divorce Financial Analyst (CDFA) and has completed specialized training in the financial issues of divorce through the College for Divorce Specialists. Ms. Francis has a B.A. in International Economics and in French from Middlebury College, where she graduated CUM LAUDE. Ms. Francis is the Founder of Savvy Ladies, a 2,000+ strong educational organization that empowers women to take control of their finances and achieve more rich and rewarding lives. She frequently lectures and speaks about financial planning, with particular emphasis on investments and money smarts for women and couples. As a recognized expert in finance, Ms. Francis appeared on The Today Show and is frequently quoted in publications such as Bankrate, BusinessWeek, CNN, The Daily News, Dow Jones, Financial Planning Magazine, Glamour, Investment Advisor Magazine, Investment News, Men’s Health, Money Magazine, MSN, Newsday, The New York Financial Planner, Quick and Simple and The Wall Street Journal. She can be contacted at Stacy@FrancisFinancial.com or call 212-374-9008.

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