Francine Ma

Financial Planning Associate
Office: 561-508-4500 | Direct: 561-508-4516

Francine is a Financial Planning Associate on the High Net Worth team that caters to clients with $3.5 million or more in investment assets. She supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process.

Before joining the firm, Francine attended Florida International University (FIU) where she received a degree in Finance. During her time at FIU, she worked at The Lubitz Financial Group, where she supported the advisory team in servicing the clients. During her junior and senior years, Francine founded The Financial Planning Association Student Chapter at FIU and collaborated with professionals within the industry to promote the financial planning career and bring valuable resources to the students. Francine is currently working toward earning her CERTIFIED FINANCIAL PLANNERâ„¢ designation.

Francine lives in Miami, FL. In her free time, she enjoys spending time with family and friends, traveling, and climbing buildings.

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