Agili Personal CFO
  • Our Services
  • Our Firm
  • 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

  • Another Successful Client Survey!
  • Michael Joyce Shares Tips for a High Credit Score
  • Michael Joyce Recommends Doing Thorough Due Diligence
  • Michael Joyce Advises Young Adults Starting New Jobs
  • Agili’s Best Financial Planning Advice for the New Year

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