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Francesca Hope Streb

Advisor at Facet — Hudson, FL

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

13 years

Location

Hudson, FL

Facet logo

Facet

Multi-team

Total advisors

93

Across 88 offices

Clients per advisor

173 Very High

Avg AUM per client

$541,077 Typical

HNW client ratio

18% Typical

About

Francesca Streb is a CFP®-designated financial advisor at Facet with 13 years of industry experience. She previously worked at Tapfin/EY, Beachwood, USAA Financial Planning Services, and Fidelity Investments. Outside of her advisory role, she works as a restaurant server on weekends. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through virtual channels and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and applies technology-driven processes for tax optimization and portfolio management.

Client services

Based on Facet

Financial planning Portfolio management

Expertise

Based on Facet

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning

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Fee options

Subscriptions

Planning fees charged as annual flat membership fees usually billed quarterly or annually in advance, with a $300 enrollment fee for non-annual billing cycles (waivable during promotions).

Other

Account minimum: $500 initial purchase for investment accounts; $0 for financial planning services Fee-only: Financial planning fees generally range from $2,600 to $10,000 annually on a flat membership fee, subscription basis depending on the planning needs of the member. No separate investment management fee is charged as it is included in the planning fee.

Location

See office

Hudson, FL

Hudson FL

Advisors at this office

1

Most active in

Florida · Texas

Work history

13 years of industry experience

Facet

2026 - Present • 1 year

West Palm Beach, FL

Tapfin/EY

2020 - 2026 • 6 years

Secaucus, NJ

Beachwood

2019 - 2020 • 1 year

Oldsmar, FL

Unemployed

2018 - 2019 • 1 year

Tampa, FL

USAA financial planning services

2017 - 2018 • 1 year

Tampa, FL

FIDELITY INVESTMENTs

2010 - 2017 • 7 years

Larkspur, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Patrick M

CFP®, Series 65

Spring Hill, FL

Dougherty Investment Advisors

Patrick A. Manconi, CFP®, serves as Senior Financial Advisor of Dougherty Investment Advisors, where he takes a disciplined and data-driven approach to financial advising. He works with clients to develop efficient and actionable financial plans tailored to their unique goals and priorities. As a fee-only fiduciary, Patrick provides objective advice in retirement planning, investment management, tax-efficient wealth strategies, and estate planning. His mission is to equip his clients with the tools they need to reduce financial stress and pursue their goals with confidence. Early in his career, Patrick became one of the youngest CERTIFIED FINANCIAL PLANNER® professionals in the country after completing the CFP Board’s education, examination, ethics, and professional experience requirements at the age of 23. He is currently pursuing a Master of Business Administration degree with a concentration in Finance from the New York University Stern School of Business. A third-generation Tampa Bay native, Patrick was born in Spring Hill and raised in Tampa. He earned dual Bachelor of Science degrees in Finance and Computer Engineering from the University of South Florida, graduating cum laude with both degrees. He competed as a Division I student-athlete on the USF Bulls football team and was named to the American Athletic Conference All-Academic Team. He is the son of decorated Vietnam veteran Sgt. Thomas Manconi and the grandson of Vince Vanni, a local educator and former president of The Greater Hernando County Chamber of Commerce. Patrick is inspired by his family’s longstanding commitment to service, education, and business leadership. Outside of the office, Patrick enjoys following USF athletics, staying active, volunteering, and spending time with family and friends. He is actively involved in the Hernando County community and serves on the board of a local nonprofit organization.

General retirement planning General tax planning Cash flow / budgeting Wealth management Inherited wealth Retired Self-Employed Sales Professional Dentist Engineering Professional Mid-Career Professionals Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964)
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Leo W

Series 63, Series 66

New Port Richey, FL

1st Financial LLC

Leo Wagner III is a financial advisor with 17 years of industry experience, currently serving clients through 1st Financial LLC in New Port Richey, FL. He holds Series 63 and Series 66 licenses and has previously worked at BrokersXpress, LLC and LPL Financial. Wagner also works as an independent insurance agent, dedicating a significant portion of his time to fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management for individuals, businesses, charities, and small pension clients, focusing on a relatively conservative investment approach. The firm combines technical and fundamental analysis, with ongoing portfolio monitoring tailored to each client’s goals and risk tolerance.

Active portfolio management

Matt F

CFP®

Land O Lakes, FL

Made Financial Design

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Inherited wealth General retirement planning Income planning Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Jordan D

CFP®, Series 63, Series 65

Spring Hill, FL

Glow Financial Planning LLC

Jordan Drinkhouse is a CFP® certificant affiliated with Glow Financial Planning LLC, bringing four years of industry experience. Prior to his current role, he worked at Xena Financial Planning, LLC and ENOW Financial. His background also includes experience with Nationwide Investment Services Corp and various other financial and non-financial roles. Glow Financial Planning LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm offers fee-only financial planning and investment management services, emphasizing Modern Portfolio Theory, asset allocation, and passive management through index funds and ETFs.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Ryan T

Series 65

Spring Hill, FL

Tower Wealth Planning

Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning Wealth management
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Richard P

Series 63, Series 65

New Port Richey, FL

The Money Guys

Richard Pigott is the sole advisor at The Money Guys, LLC, an independent firm based in New Port Richey, Florida. He holds Series 63 and Series 65 registrations and has seven years of industry experience. Prior to his current role, he was self-employed for 13 years. The Money Guys, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental and technical analysis to construct asset-allocation portfolios, offering both standalone written plans and ongoing comprehensive planning with regular reviews.

General retirement planning Retirement income strategy
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