About - How It Started
The Story
The founder of Savvy Ladies, Stacy Francis, set out to start a revolution among women and prove the industry 'experts' wrong! Finances are not just the domain of men! Even large successful corporations and businesses spend few dollars attracting women's money. Stacy Francis vowed to address these women's needs that are not currently being met by the financial planning industry. After attending the New York University Center for Finance, Law and Taxation, where she successfully completed the CFP® certification exam, she decided to make this dream a reality!
As they would say, "The rest is history!" Stacy Francis began working one on one with women and teaching them how to take control of their finances. She launched Savvy Ladies, with the mission of creating a community that caters to women's financial needs using heart, personality and rich content.
And this is just the beginning. Stacy Francis is expanding her efforts. She has just launched an online webinar series and plans to intensify her already busy conference schedule.
About Savvy Ladies Founder, Stacy Francis
Stacy Francis CERTIFIED FINANCIAL PLANNER™ Certified Divorce Financial Analyst™
Stacy Francis is the President of Francis Financial; a New York-based firm that specializes in helping individuals create more fulfilling lives through financial freedom. Mrs. Francis also has an extensive background in finance. Formerly she was employed as Director of Investment Relations at Robinson, Lerer & Montgomery and was an investment-banking analyst at Donaldson, Lufkin & Jenrette Securities Corp. specializing in financial services.
Mrs. Francis is a pioneering financial advisor and has developed an integrated, holistic method for accelerating financial and personal growth that she shares with a national clientele. Her innovative approach to financial planning empowers clients to prosper financially and activate their life dreams.
Mrs. Francis attended the New York University Center for Finance, Law and Taxation where she successfully completed CFP® education requirements and CFP® certification exam. She has a B.A. in International Economics and French from Middlebury College where she graduated CUM LAUDE.
The founder of Francis Financial is also active in the development of financial planning as a profession and is a Professor for the International Association for Financial Planning, where she teaches financial planning and investments to students sitting for the CFP® certification exam. Ms. Francis is on the Board of Directors of the Financial Planning Association and is an adjunct Professor of Personal Finance at The New School University.
Mrs. Francis is the Founder of Savvy Ladies a 2100 member educational organization that empowers women to take control of their finances and achieve a more rich and rewarding life. She frequently lectures and speaks about financial planning, with particular emphasis on investments, money smarts for women and couples as well as money wellness.
As a nationally recognized expert in finance, Ms. Francis has appeared on The Today Show, CNBC and is frequently quoted in publications such as Bankrate, 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, The Wall Street Journal and many more.