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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 Diversity, Equity & Inclusion
We value diversity in all forms and celebrate the unique voices of our team members and those we serve. We strive to create a culture of authenticity and belonging where everyone, from any background, feels valued and supported. We recognize that we have a lot of work to do and remain committed to moving our Firm forward.
For more information, listen to Elizabeth Aidoo, our Director of DEI and Servicios en Español, speak as a panelist on Building Team Culture and Belonging at the 2024 PLANADVISER conference.
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