Financial planning · Bellevue, Seattle and Washington State

Clarity. Confidence. Community.

You carry a lot: your family, maybe your parents, and your own future. I'm Francis Franco, RICP®. I help you see where you stand, plan for retirement, and protect what you're building. We start with your life, not a product.

Call (206) 841-0800 · Text (206) 800-7231 · Meetings in English or Filipino

Schedule a conversation

Clarity. Confidence. Community.

FRANCIS FRANCO, RICP®

As a New York Life Agent, I believe most people want to do what's right: right for themselves, right for their families and right for their communities. That's why I joined the company in 2016, after four years in the hospitality industry, where I met people from every walk of life. Most of them wanted to do right by their families. They just didn't have a planner in their circle who could explain their options.

I'm rooted in the Filipino-American community, and I want my friends and neighbors to succeed. I meet with families in English or Filipino.

I hold a BA from De La Salle-College of Saint Benilde and the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services, and I'm a member of MDRT². Recognition from New York Life includes Associate Agent of the Year 2025¹, Mark Madgett Award of Excellence 2025¹, Elite Class of 2026¹ and Chairman's Council 2026¹.

My background isn't what matters most, though. The first step is getting to know you: your hopes, your goals and what you want for the people you care about.

¹Awarded by New York Life Insurance Company for outstanding sales achievements.  

²Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

Awards

Award33

Associate Agent of the Year 2025

Award-winning whole life coverage

New York Life was named “Best Whole Life Insurance Company” by Money.com for our flexible permanent policy options, consistently strong financial ratings, options to customize, and the potential to earn dividends through our mutual structure. Our policies offer lifetime coverage, guaranteed premiums, and growing cash value you can access. I'll walk you through what sets us apart—and how whole life insurance can fit into your financial goals.

^{New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aa1); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 5/19/2025.}

Our Process

Many people think a financial advisor is a stock trader. A planner looks at your whole picture: income, protection, retirement, taxes and what you want to leave behind. We start with your goals, then the plan, then the tools to get there.

Building your plan (your first year): aspirations, goals and direction, onboarding, discovery, design, recommendations and implementation.

Keeping your plan current (year two and beyond): annual reviews, goal tracking, plan updates, document review, and cash flow and strategy sessions.

Our Process diagram: Building Your Plan in year one, then Keeping Your Plan Current with annual reviews, goal tracking, plan updates and document review.

Our Expertise

Planning for the decisions that shape your future. Retirement income is my specialty, and I coordinate with your tax professional and attorney where needed.

Retirement Planning · Investment Management · Tax Planning Strategies · Estate Planning · Protection Planning · Business Planning · Special Needs Planning · Charitable Planning

Our Expertise: business, estate, tax, retirement, investment, protection, special needs and charitable planning

OUR TEAM

team info

Franco Financial Strategies

Francis Franco

Financial Advisor, Eagle Strategies LLC

Investment Professional, NYLIFE Securities LLC

Financial Professional, New York Life Insurance Company

Office Line: (206) 841-0800

francis@franco-financial.com

10885 NE 4th Street

Suite 1400

Bellevue, WA 98004

CA Insurance License: #0L28063

Franco Financial Strategies

Shental Lasiloo

FFS Staff

Work number: (206) 841-0800

shental@franco-financial.com

10885 NE 4th St:

Suite 1400

Bellevue, WA 98004

Events & Community involvement

Many of the families I work with are the first in their family to plan this way. I give back through financial education workshops and community service across the Seattle area, and I serve on the boards of the Filipino Community of Seattle, the Filipino Chamber of Commerce of the Pacific Northwest and FAACPA.

Francis Franco

Financial Advisor, Eagle Strategies LLC

Office Line: (206) 841-0800

francis@franco-financial.com

10885 NE 4th Street

Suite 1400

Bellevue, WA 98004

CA Insurance License: #0L28063

Contact Us

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Prefer to talk first? Call the office at (206) 841-0800 or text (206) 800-7231 (text only). Meetings in English or Filipino.