Francesca Streb
Senior Lead Planner
Since beginning her career in 2010, Francesca has specialized in comprehensive financial planning, guiding clients through every stage of their financial journey with thoughtful, personalized strategies.
Her expertise includes the foundational building blocks of personal finance, such as budgeting and cash flow, as well as investment management, tax efficient strategies, retirement planning, insurance analysis, and estate planning. Francesca is passionate about helping clients create practical financial plans that align with their goals, values, and long-term vision.
Known for her approachable style and commitment to client education, Francesca believes that strong financial planning is about more than the numbers-it’s about creating clarity, confidence and peace of mind.
Outside of work, Francesca enjoys spending time with her English bulldogs and making memories with her grandchildren.
Education: San Francisco State University, B.S. Business Administration
Get to know Francesca
