Our Team / Financial Planning, Leadership Team

Jamie Malone, CFP®, CPA

Principal, Financial Strategist

jmalone@agilipersonalcfo.com

Professional headshot photo of Agili Principal, Financial Strategist, Jamie Malone.

Job Description

As a Financial Strategist and head of Agili’s Financial Planning Team, I provide our clients with customized financial planning, financial strategy and counsel, and investment management.

Education and Credentials

  • Bachelor of Science, Virginia Polytechnic Institute and State University (Virginia Tech)
  • Master of Business Taxation, University of Southern California Leventhal School of Accounting
  • Master of Business Administration, Brigham Young University Marriott School of Management
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant

Professional Organizations

  • Financial Planning Association (FPA)
  • American Institute of Certified Public Accountants (AICPA)
  • National Association of Personal Financial Advisors (NAPFA)
  • Previously served on the Board of Directors for the Financial Planning Association of Central Virginia (2006-2008)
  • Leadership Metro Richmond (2019)

What is a career highlight for you?

When I started my professional journey over 15 years ago, my goal was to provide financial advisory services in a way that put clients first. I am grateful to be part of the Agili team and to act as a fiduciary for our clients.

Job Description

As a Financial Strategist and head of Agili’s Financial Planning Team, I provide our clients with customized financial planning, financial strategy and counsel, and investment management.

Education and Credentials

  • Bachelor of Science, Virginia Polytechnic Institute and State University (Virginia Tech)
  • Master of Business Taxation, University of Southern California Leventhal School of Accounting
  • Master of Business Administration, Brigham Young University Marriott School of Management
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant

Professional Organizations

  • Financial Planning Association (FPA)
  • American Institute of Certified Public Accountants (AICPA)
  • National Association of Personal Financial Advisors (NAPFA)
  • Previously served on the Board of Directors for the Financial Planning Association of Central Virginia (2006-2008)
  • Leadership Metro Richmond (2019)

What is a career highlight for you?

When I started my professional journey over 15 years ago, my goal was to provide financial advisory services in a way that put clients first. I am grateful to be part of the Agili team and to act as a fiduciary for our clients.

More About Jamie

What brings me joy is my kids. As many people know, I have a lot of kids. I look forward to one-on-one outings with each one of them! It’s a great way for us to connect.

What excites me about my job is that we have the best clients! For me, serving them brings me joy. I love finding ways, even small things, to make a client’s day better.

When I’m not wearing my Personal CFO hat, sometimes you’ll find me wearing my kayak “hat” (e.g., helmet) on the James River. I’m a big fan of whitewater!

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018