Team

Francesca Asher

CFP® | Lead Advisor

Hard working and reliant. Strives to help our clients live their best lives everyday through top notch service and expertise.

Francesca Asher, CFP, Lead Financial Advisor, Financial Planning: A woman with long brown hair wearing a green short sleeve blouse sitting in a chair with her laptop.

Francesca works directly with our clients and advisor team on the financial planning needs of clients and their families. She specializes in client on-boarding, goal identification and prioritization, data gathering, scenario analysis, and plan development.

Francesca joined the Strategic team in 2016 as a Client Service Specialist. In 2017 she was promoted to Wealth Management Specialist.

Before joining Strategic, Francesca worked for Defense Finance and Accounting Services (DFAS) in Rome, New York and The Bank of New York Mellon in Oriskany, New York. She has her BA from SUNY Oneonta majoring in Communication Studies and minor in Business Management.

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Education

Certified Financial Planner (CFP^®)
Bachelor of Arts, Communication Studies, Minor in Business Management, SUNY Oneonta

Community Service

Leadership Mohawk Valley, Member

Beneath the Surface

Claim to Fame

In a past life, I competed in the US Nationals for synchronized skating.

Enjoys

Navigating parenthood with her husband, running and spending time outdoors, her Peloton, and some reality TV.

Family

Francesca lives with her husband, Aaron, daughter, Emery, and is expanding her family with the arrival of two more this summer.

The race is long, and in the end, it is only with yourself.
Baz Luhrmann

Francesca Asher

Education

Community Service

Beneath the Surface

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