Esther Francis
Providing Tailored Financial Strategies with Personalized Insurance Plans | Specialized in Custom Coverage for All Life Stages | Helping Individuals Protect What Matters Most
- Role
- Financial Strategy Consultant at Leadstar Financial, Inc
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Esther Francis
I am a financial services professional with 18+ years of experience providing…
Experience
Financial Strategy Consultant
Jun 2017 — Present
For almost 20 years, I\'ve provided comprehensive, sophisticated financial advice to lifestyle-pressured doctors, attorneys, pharmacists, dentists, and business owners. My goal is to assist them in protecting and growing their assets during both their accumulation and retirement years.My clients are the most essential part of my practice. My passion is helping my clients make informed financial decisions. Many people feel that developing a financial strategy can be daunting. I like to simplify this process as much as I can for them. As a single parent myself, I have a special connection with other single parents who often face the financial impact divorce can have on people’s lives. There is no time like the present to improve your financial literacy, and my guidance can help you think about the best ways to prepare for your future.Due to the comprehensive nature of my services, I consider prospective clients on a referral basis. Initial consultations are complimentary to determine if there is a mutual fit. I believe advising a family, business, or individual on their financial matters is a very private affair.I am very active in my local community. I’m on the Red Cross philanthropy committee and am a mentor for Women of Tomorrow. The Women of Tomorrow’s mission is to inspire, motivate, and empower at-risk young women to live up to their full potential through a unique mentoring program. This program is designed to meet the needs of at-risk teenage girls in public high schools and help them turn obstacles into opportunities.When I\'m not working, I enjoy spending time with my family, cooking, and traveling. I am also a power networker.
Education
Broward College
Associate of Arts (A.A.)
2000 — 2002
University of Central Florida
Bachelor's degree
2010 — 2012
Lynn University
Master of Business Administration - MBA
Skills
- Wealth Management
- Fixed Annuities
- Sales
- Financial Planning
- Financial Analysis
- Disability Insurance
- Insurance
- Retirement Planning
- Retirement
- Fixed Income
- Relationship Management
- Asset Management
- Equities
- Financial Services
- Finance
- Long Term Care Insurance
- Risk Management
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