THE MAN BEHIND THE PLAN
Meet Robert Francis, ChFC®
Founder, Francis Wealth Advocates
My interest in business and investing began at an early age. Growing up, my father owned several restaurants, and I learned the value of hard work by working alongside him. He introduced me to the financial markets, sparking an interest in investing that would eventually lead to a career in financial planning.
Since entering the financial services industry in 2009, I've gained experience both behind the scenes in the markets and directly alongside clients. Those experiences have shaped my belief that successful financial planning is about more than investments. It's about understanding people, their goals, and what matters most to them.
The word "Advocate" is at the heart of my practice. I believe clients deserve more than financial advice. They deserve someone who listens, understands their goals, and stands beside them through life's opportunities and challenges. My mission is to serve as that advocate, helping clients build, protect, and transition wealth with confidence and purpose.
When I'm not working with clients, I enjoy staying active, traveling, and spending quality time with family and friends. My wife, Nicole, and I value the relationships and experiences that make life meaningful, and those same values influence the way I approach financial planning. I believe wealth is ultimately a tool to help people pursue their goals, care for the people they love, and enjoy the life they've worked hard to build.