For over 18 years, Francesca has enjoyed being able to help her clients strive toward their dreams through the financial planning process. She began working as a financial advisor in 2002 after graduating from the University of Missouri-St. Louis with a Bachelor of Science degree in astrophysics. Prior to joining our team with Raymond James in 2018, Francesca worked as a financial advisor with BBVA Compass Investment Solutions, USAA Investment Management Co., and Financial Planning Consultants, Inc. Over the course of her career, she realized that her expertise and passion is in financial planning.
Francesca is a Certified Financial Planner™ which required the completion of a comprehensive curriculum and exam. CFP® professionals are held to strict ethical standards1, are required to put clients’ interests above their own, and provide their financial planning services while adhering to a fiduciary standard – acting in the best interest of their financial planning clients.2 To maintain the CFP® certification, Francesca must continue to meet ongoing certification renewal requirements.
Francesca grew up in the St. Louis, Missouri, area and lived there until her husband joined the U.S. Army. His assignment to Fort Hood, Texas, brought her to the Central Texas area. They live in Temple, Texas, with their three children. Francesca is a board member of the Temple Symphony Orchestra. Outside of the office, she enjoys helping her husband restore their home in Temple’s historic district as well as assisting with a menagerie of rescue cats and dogs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.