Our Team / Financial Planning, Leadership Team

Marilee Falco, CFP®, ChFC

Principal, Financial Strategist

mfalco@agilipersonalcfo.com

 

Professional headshot photo of Marilee Falco, CFP®, ChFC, Agili Principal, Financial Strategist.

Job Description

As a Financial Strategist at Agili, I am responsible for client financial strategy and counsel, comprehensive financial planning and customized investment management.

Education and Credentials

  • Bachelor of Arts in Business Administration, Muhlenberg College
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant

Awards and Recognition

  • Recipient of the Lehigh Valley Business “Women of Influence” Award, 2014
  • Recipient of the Girl Scouts of Eastern PA “Take the Lead” Award, 2020

Professional Organizations

  • National Association of Personal Financial Advisors (NAPFA)

Community Engagement

  • Board Member, Greater Lehigh Valley United Way
  • Board Treasurer, Greater Lehigh Valley Chamber of Commerce Foundation
  • Board Member, Estate Planning Council of the Lehigh Valley
  • Planned Giving Committee, Northampton Community College
  • Core Team Member, Good Shepherd Rehabilitation Women’s Giving Circle
  • Planning Committee for “Take the Lead” Annual Fundraising Event, Girl Scouts of Eastern PA

What is a career highlight for you?

Obtaining my CFP®. I studied for my CFP® while working full-time and raising 3 children. The CFP® is a very challenging exam and passing that exam was a true career highlight for me.

Job Description

As a Financial Strategist at Agili, I am responsible for client financial strategy and counsel, comprehensive financial planning and customized investment management.

Education and Credentials

  • Bachelor of Arts in Business Administration, Muhlenberg College
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant

Awards and Recognition

  • Recipient of the Lehigh Valley Business “Women of Influence” Award, 2014
  • Recipient of the Girl Scouts of Eastern PA “Take the Lead” Award, 2020

Professional Organizations

  • National Association of Personal Financial Advisors (NAPFA)

Community Engagement

  • Board Member, Greater Lehigh Valley United Way
  • Board Treasurer, Greater Lehigh Valley Chamber of Commerce Foundation
  • Board Member, Estate Planning Council of the Lehigh Valley
  • Planned Giving Committee, Northampton Community College
  • Core Team Member, Good Shepherd Rehabilitation Women’s Giving Circle
  • Planning Committee for “Take the Lead” Annual Fundraising Event, Girl Scouts of Eastern PA

What is a career highlight for you?

Obtaining my CFP®. I studied for my CFP® while working full-time and raising 3 children. The CFP® is a very challenging exam and passing that exam was a true career highlight for me.

More About Marilee

My favorite vacations have been Italy and Greece.

What excites me about my work is….I love being one of the first to know big news from a client, whether it’s a new car, boat or home we helped them purchase, or finding out where their child was accepted to college. Sometimes it’s sad news, a divorce or death in the family, or an illness or hospitalization. We are here to help our clients in good times and bad.

My favorite food – Is Chardonnay a food?

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Richmond, VA 23230

74 West Broad Street
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Bethlehem, PA 18018