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Francis Financial, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Francis Financial, Inc. is a boutique financial services firm based in New York City, focused on wealth management and financial planning. The firm specializes in guiding women through major life transitions, including widowhood and divorce, and serves individuals and families nationwide. Its approach is fee-only, emphasizing objectivity and fiduciary loyalty in its guidance for clients with substantial investible assets. The team includes certified professionals such as CFPs and CDFA specialists who address aspects like asset distribution, alimony, tax planning, and long-term financial security, while coordinating with external professionals as needed. Recent activities include strategic investments and professional collaborations that support its advisory capabilities.

Find Francis Financial, Inc. employees' phone numbers or email addresses

Francis Financial, Inc. Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

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  • India
    1

Francis Financial, Inc.'s Leadership

  • Principal at Francis Financial, Inc.
    V. F.
    Principal
    Mobile Phone
  • Associate Financial Advisor at Francis Financial, Inc.
    E. B.
    Associate Financial Advisor
    Mobile Phone
  • Associate Advisor at Francis Financial, Inc.
    E. C.
    Associate Advisor
    Mobile Phone
  • Hubspot Automation Consultant at Francis Financial, Inc.
    S. R.
    Hubspot Automation Consultant
    Mobile Phone
  • Client Services Associate at Francis Financial, Inc.
    M. N. H.
    Client Services Associate
    Mobile Phone

Francis Financial, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Other
  • Branding
  • Sales

Contact profiles from Francis Financial, Inc.

Name
Title
Contact
Location
Last Update
  • Principal at Francis Financial, Inc.
    V. F.
    Principal
    Mobile Phone
    Oct 18, 2024
  • Associate Financial Advisor at Francis Financial, Inc.
    E. B.
    Associate Financial Advisor
    Mobile Phone
    May 02, 2026
  • Associate Advisor at Francis Financial, Inc.
    E. C.
    Associate Advisor
    Mobile Phone
    Sep 05, 2026
  • Hubspot Automation Consultant at Francis Financial, Inc.
    S. R.
    Hubspot Automation Consultant
    Mobile Phone
    United Kingdom, England
    Jun 28, 2026
  • Client Services Associate at Francis Financial, Inc.
    M. N. H.
    Client Services Associate
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Francis Financial, Inc. known for?

Minus sign iconPlus sign iconFrancis Financial, Inc. was founded in 2002 and operates in the Financial Services industry. You can contact Francis Financial, Inc.'s main corporate office by phone at
+1-212-374-****
. Explore Francis Financial, Inc.'s company overview page for more information.

What is Francis Financial, Inc.'s most common email format?

Minus sign iconPlus sign iconFrancis Financial, Inc. employees' email format typically follows the pattern of First@francisfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Francis Financial, Inc. email formats with LeadIQ.

How many employees does Francis Financial, Inc. have currently?

Minus sign iconPlus sign iconFrancis Financial, Inc. has approximately 23 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are Francis Financial, Inc.'s key employees and leadership?

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As of August 2026, Francis Financial, Inc.'s key employees include:

  • Principal: V. F.
  • Associate Financial Advisor: E. B.
  • Associate Advisor: E. C.
  • Hubspot Automation Consultant: S. R.
  • Client Services Associate: M. N. H.

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