Lightning Talk: Breakaway RIAs

Francesca treats her clients like family. She co-founded Twelve Points to achieve the flexibility to build a practice centered around helping people with anything they need and change their lives for the better – financially, professionally, and personally. Her belief is that everyone deserves a financial advisor who empowers them by putting their wants, goals, and needs first.

Francesca helps businesses, families, and individuals, especially women in transition and business owners, to plan and manage their financial lives, retirement plans, and more. Over her 11-year career, she has frequently won awards for her exceptional work. Most recently, she was honored by NAPA, Financial Times, and Five Star Professional for her work as a wealth manager and 401k advisor.

Known for her warmth and enthusiasm, Francesca is always looking for ways to get involved in the community. She mentors college women and recent graduates, and is also involved in the leadership of multiple charities, foundations, and alumni councils, including Marisa’s Mission, a nonprofit she co-founded to honor her cousin, who lost her battle with cancer in 2016.

Even more than her financial expertise, Francesca’s clients value her as someone they can call about anything, anytime to find exactly what they need: advice, connections, support, or simply a smile and a listening ear.