Job Description
As a Financial Strategist, I deliver high-quality financial analysis that integrates retirement and financial independence planning with investment, cash flow and debt management; asset protection; and tax and estate planning. At Agili, our holistic financial planning approach first and foremost addresses client-specific concerns, priorities and goals. I aspire to develop plans that not only make a quantitative difference in the lives of our clients but a qualitative difference as well.
Education and Credentials
- Bachelor of Science, Carnegie Mellon University
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
- Enrolled Agent
Professional Organizations
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
- Virginia Society of CPAs (VSCPA)
What is a career highlight for you?
Just as investors tend to feel the pain of their losses more than the excitement of their gains, the same with careers. That is, we tend to feel the pain of our missteps more than the excitement of our accomplishments. But it is our missteps that lead to change and improvement. “Leave it better than I found it” has been my one constant work goal since my first high school job of stocking shelves. And it is a career highlight for me that my ladder of growth reflects this long term, productive mindset of “leaving it better than I found it.”
Job Description
As a Financial Strategist, I deliver high-quality financial analysis that integrates retirement and financial independence planning with investment, cash flow and debt management; asset protection; and tax and estate planning. At Agili, our holistic financial planning approach first and foremost addresses client-specific concerns, priorities and goals. I aspire to develop plans that not only make a quantitative difference in the lives of our clients but a qualitative difference as well.
Education and Credentials
- Bachelor of Science, Carnegie Mellon University
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
- Enrolled Agent
Professional Organizations
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
- Virginia Society of CPAs (VSCPA)
What is a career highlight for you?
Just as investors tend to feel the pain of their losses more than the excitement of their gains, the same with careers. That is, we tend to feel the pain of our missteps more than the excitement of our accomplishments. But it is our missteps that lead to change and improvement. “Leave it better than I found it” has been my one constant work goal since my first high school job of stocking shelves. And it is a career highlight for me that my ladder of growth reflects this long term, productive mindset of “leaving it better than I found it.”
More About Cynthia
Hearing my loved ones laugh brings me joy.
What excites me about my work is making a positive difference, whether qualitative or quantitative, in the lives of my clients.
I can’t choose just one favorite book! The first book that I read for school that was not a chore…the first book that I could not put down…it was Robert Louis Stevenson’s Kidnapped. And it was JRR Tolkien’s Lord of the Rings trilogy series that turned me into a lifelong reader.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018