Agili Personal CFO
  • OUR SERVICES
  • OUR FIRM
    • FAQs
    • RESOURCES
      • – Your First Year with Agili
      • – Financial Planning Tips for Navigating an Economic Downturn
  • OUR TEAM
  • INSIGHTS
    • BLOG
    • IN THE NEWS
  • CONTACT US
    • START NOW
  • CLIENT LOGIN
Select Page

Leadership Team

Marilee Falco, CFP®, ChFC

Principal, Financial Strategist

Financial Planning, Leadership Team

Read More

Michael Joyce, CFA, CFP®

President

Financial Planning, Investment Team, Leadership Team

Read More

Cindy Joyce, CPA

Chief Operating Officer

Leadership Team

Read More

Jamie Malone, CFP®, CPA

Principal, Financial Strategist

Financial Planning, Leadership Team

Read More

Van Nguyen, FPQP™

Principal, Client Services Manager

Client Services, Leadership Team

Read More

Recent Posts

  • Businesses and Employees Should Invest More in 401ks During a Down Market
  • What is a CFA and What is Required to Become One?
  • Michael Joyce Advises Those Starting RIAs
  • What Agili is Listening to, Reading, and Watching…
  • Michael Joyce Reminds Those Approaching Retirement to Understand Their Risk Tolerance

Categories

  • Agili Personal CFOs
  • Agili Team Members
  • Commentary
  • Community Involvement
  • Education Planning
  • Estate Planning
  • Financial Planning
  • Goals
  • In the News
  • Investing
  • Money and Kids
  • News
  • Retirement Planning
  • Smart Spending
  • Social Security
  • Taxes
  • Tools

Archives

  • Twitter
  • Linkedin
  • Youtube
© 2018 Agili. Design by yogg. | Terms of Use | Privacy Statement | SEC Disclosure