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Francesca S

CFP®, Series 63, Series 66

Hudson, FL

Facet

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.

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