Our Team / Financial Planning

Carrie Fellon, CFP®, CRPS

Financial Strategist

cfellon@agilipersonalcfo.com

Professional headshot photo of Carrie Fellon, Agili Financial Strategist.

Job Description

As a Financial Strategist, I manage investments, provide financial strategy and counsel, and create customized financial plans for our clients. 

Education and Credentials

  • Bachelor of Science in Business Management, Centenary University
  • Certificate in Personal Financial Planning, Moravian College
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist

Awards and Recognition

  • Recipient of the Lehigh Valley Business “Women of Influence” Award, 2020

Professional Organizations

  • Board Member, Estate Planning Council of the Lehigh Valley
  • National Association of Personal Financial Advisors (NAPFA)

Community Engagement

  • Chair of Women’s Giving Circle, Good Shepherd Rehabilitation
  • Board Member, Estate Planning Council of the Lehigh Valley
  • Past President of Executive Committee, BW NICE Lehigh Valley Chapter

What is a career highlight for you?

A career highlight for me was transforming from commission-based and fee-based investment management and financial planning to a fee-only business model. By joining Agili, I found my home at a firm whose sole source of compensation is the fees our clients pay to us. It was liberating to be able to provide unbiased recommendations and impartial guidance based directly on our clients’ needs and goals.

Job Description

As a Financial Strategist, I manage investments, provide financial strategy and counsel, and create customized financial plans for our clients. 

Education and Credentials

  • Bachelor of Science in Business Management, Centenary University
  • Certificate in Personal Financial Planning, Moravian College
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist

Awards and Recognition

  • Recipient of the Lehigh Valley Business “Women of Influence” Award, 2020

Professional Organizations

  • Board Member, Estate Planning Council of the Lehigh Valley
  • National Association of Personal Financial Advisors (NAPFA)

Community Engagement

  • Chair of Women’s Giving Circle, Good Shepherd Rehabilitation
  • Board Member, Estate Planning Council of the Lehigh Valley
  • Past President of Executive Committee, BW NICE Lehigh Valley Chapter

What is a career highlight for you?

A career highlight for me was transforming from commission-based and fee-based investment management and financial planning to a fee-only business model. By joining Agili, I found my home at a firm whose sole source of compensation is the fees our clients pay to us. It was liberating to be able to provide unbiased recommendations and impartial guidance based directly on our clients’ needs and goals.

More About Carrie

My favorite vacation was to New Orleans in January of 2018 during a rare ice storm. We had Café du Monde all to ourselves!

What excites me about my work is hearing a client’s story. Asking a lot of questions to learn about where they’ve been and where they want to go guides me in helping them bring order to their financial life.

My favorite food is pizza – any kind except Hawaiian.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018