Peter Byrd, CFP®

Peter Byrd, CFP®

Peter Byrd, CFP®, a Financial Planning and Portfolio Analyst in our Richmond office, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification.


Administered by the CFP Board, the CERTIFIED FINANCIAL PLANNER™ certification is the pinnacle of excellence for financial planners. For more than 30 years, CFP® professionals have met extensive training and experience requirements while being committed to strict ethical standards that require them to put their clients’ interests first. Less than one third of all financial planners in the United States are CFP® professionals, highlighting the difficulty in successfully completing the certification process.

After being notified about his CFP® certification, Peter said,  “I am grateful for everyone who helped me get here, and want to give a special shoutout to my wife for being my support system throughout the process. I look forward to continuing to serve our clients with the highest level of professionalism.”


Kudos from Agili President, Michael Joyce

“Everyone at Agili congratulates Peter on this impressive accomplishment,” said Michael Joyce, CFA, CFP®, President of Agili. “The CFP® certification is the highest standard of excellence in the financial planning profession. During his time at Agili, Peter has already demonstrated his commitment to acting in the best interest of our clients, as is required by the designation.”

The entire Agili team congratulates Peter on this significant accomplishment!