Cynthia Levine, CFP®, CPA, EA

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.

• Bachelor of Science, Carnegie Mellon University
• CERTIFIED FINANCIAL PLANNER™
• Certified Public Accountant
• Enrolled Agent

• Financial Planning Association (FPA)
• National Association of Personal Financial Advisors (NAPFA)
• Virginia Society of CPAs (VSCPA)

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.”

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.

• Bachelor of Science, Carnegie Mellon University
• CERTIFIED FINANCIAL PLANNER™
• Certified Public Accountant
• Enrolled Agent

• Financial Planning Association (FPA)
• National Association of Personal Financial Advisors (NAPFA)
• Virginia Society of CPAs (VSCPA)

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.”