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Financial Planner Stories
Hear from our Financial Planners
Francis Financial Planners provide sales-free financial advice to employees across the country. They are passionate, empathetic, and knowledgeable professionals who will always act in the best interests of employees. Watch the short videos below to hear from a couple of Francis Financial Planners about why they love their jobs.
Commitment to Inclusion & Belonging
We value diversity in all forms and celebrate the unique voices of our team members and those we serve. We are dedicated to creating a culture of authenticity and belonging where everyone, from any background, feels respected, valued, and supported.
We recognize that building an inclusive environment is an ongoing journey, and we remain steadfast in our commitment to learning, growing, and moving our firm forward to create the best outcomes for our employees, clients, and participants.
For more information, listen to Elizabeth Aidoo, our Director of Inclusive Engagement Strategy, speak as a panelist on Building Team Culture and Belonging at the 2024 PLANADVISER conference.