Stacy Francis

President

Stacy Francis is president of Francis Financial, an independent, fee-only wealth management firm in New York. She is a Certified Divorce Financial Analyst.

Client communications

Voices: Talking points to help clients navigate market volatility

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

By Stacy Francis

March 17
Divorce

Bezos divorce raises question: How can planners protect HNW clients?

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

By Stacy Francis

January 10