Stacy Francis CFP® CDFA® CES™

Stacy Francis is our exclusively recommended Financial Planning Services expert in New York on the Advisory Excellence website. If you need assistance in this area, please contact Stacy directly using the contact details listed above.

Stacy’s passion for helping others through financial planning and investment management is uncommon. She is an award-winning role model for our team, colleagues and women business owners across the country. Stacy regards our clients and staff as family and works hard to ensure that everything runs smoothly.

Stacy is a nationally-recognised financial expert who attended the New York University Centre for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®) a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.

As much as 10% of all Francis Financial proceeds are donated to charities, including Savvy Ladies™, a non-profit organisation founded by Stacy to educate and empower women to take control of their finances. Savvy Ladies has helped over 12,000 women through free one-on-one financial counselling, workshops and retreats.

Stacy Francis grew up in the countryside in Michigan, which sparked her love of animals and the outdoors. She enjoys snowboarding, skiing, and horseback riding with her family. Stacy is as active as it gets and she loves her morning boot camp, running marathons and training for triathlons. Her favourite activities include cooking with her kids for their monthly Chopped Cooking Competitions, discovering new wines with her husband, swimming with dolphins in the Bahamas and scuba diving in the Dominican Republic. Captain Stacy and her family are also avid sailors and she recently acquired her sailing certification.

Firm Overview:

Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for.

Robert Beutum

Robert Beutum is our exclusively recommended Financial Planning Services expert in Australia on the Advisory Excellence website. If you need assistance in this area, please contact Robert directly using the contact details above.

Advisory Excellence Digital Certificate of Excellence

Robert has almost 30 years experience as a financial adviser. It was Robert’s vision and foresight that saw FTS Financial Planning commence business in 2005. Robert is also a Director of FTS Financial Planning. Robert helps people plan successfully for their long-term goals, build wealth, and manage life transitions. In particular, Robert has a special interest in assisting a variety of people including senior executives and retirees.

He also provides advice to many of Australia’s leading sports people and sees his role as a ‘financial coach’ assisting clients to reach their lifestyle objectives. Robert says he enjoys helping clients to achieve their dreams, and to understand that, like on the sporting arena, there is no quick way to reach their goals.

Robert Beutum has close links in the community and is a Director of a leading charity foundation.

Firm Overview:

Take a moment to think about all the changes that might occur through your life— changes to work, career changes, relationship changes such as marriage or divorce, health issues or the changing needs of your parents or children.

Now think about the financial challenges you will face in your lifetime—investment market fluctuations, interest rates and currency swings, new government legislation and changes to superannuation regulations to name but a few.

FTS offers you personalised financial advice and guidance, tailoring their advice to help turn your dreams into concrete plans, no matter what changes occur in your life or the economic environment.

Recognising that money is simply a means to achieving the things you want out of life, your FTS adviser will spend time listening to what you want out of life and will help explore options and strategies to help you get there.

We will help you put plans into action and, once you are in control, provide ongoing advice and services to help assist you to achieve your long term goals.

Given we rebate commissions on all investment recommendations, you can be rest assured that our advice has no bias or conflict of interest associated with it.