Sunaina Mehra is a Partner and the Senior Director of Marketing at Francis Financial: a fee-only, boutique, wealth management and financial planning firm dedicated to improving women’s lives through financial and personal empowerment. The firm provides ongoing comprehensive advice for individuals and couples and specializes in helping widows and divorcing or divorced women. Sunaina leads the firm’s marketing efforts through events, networking, media outreach, speaking engagements, and podcasting. Her firm has been recognized as one of the “Top Women Wealth Advisors” and “Best-In-State Wealth Advisors” by Forbes; one of Inc.’s “Best Workplaces 2023”, is on Investopedia’s “Top 100 Wealth Advisors list” as well Advisory HQ naming them one of the “Top 10 advisors in New York” for 5 years in a row. Sunaina has been quoted in publications such as Financial Planning, Financial Advisor IQ, Expert Beacon, and others for her marketing expertise.
Sunaina graduated from The Pennsylvania State University, where she earned degrees in International Politics, International Relations, and Business Administration. Before her start at Francis Financial, she gained experience in the marketing industry through various internships in Los Angeles, California, and Washington DC. Sunaina served as the Chapter Lead and now volunteers with the American India Foundation New York Young Professionals (AIF NYYP), a charity that accelerates social and economic change in India by raising funds and spreading awareness in the United States. Outside of work, Sunaina is an adventure seeker and enjoys staying active by going rock climbing, surfing, skiing, and augmenting her black belt karate skills through kickboxing.