by Aleah Niemczyk | Sep 10, 2021
Our Team / Financial Planning, Investment Team, Leadership Team Michael Joyce, CFA, CFP® President mjoyce@agilipersonalcfo.com Job Description As the founder and president of the firm, I am responsible for the strategic direction of our clients’ financial lives as...
by Aleah Niemczyk | Sep 9, 2021
Our Team / Financial Planning Team Jack Kennedy Financial Planning Analyst jkennedy@agilipersonalcfo.com Job Description As a Financial Planning Analyst, I assist clients with the development and implementation of comprehensive financial plans. In addition, I...
by Aleah Niemczyk | Sep 9, 2021
Our Team / Financial Planning Team Cynthia Levine, CFP®, CPA, EA Mentor clevine@agilipersonalcfo.com Job Description As a Financial Strategist, I deliver high-quality financial analysis that integrates retirement and financial independence planning with investment,...
by Aleah Niemczyk | Sep 8, 2021
Our Team / Financial Planning Team, Leadership Team Jamie Malone, CFA, CFP®, CPA Principal, Financial Strategist jmalone@agilipersonalcfo.com Job Description As a Financial Strategist and head of Agili’s Financial Planning Team, I provide our clients with customized...
by Aleah Niemczyk | Sep 7, 2021
Our Team / Marketing Team, Operations Team Adrienne Martin Manager of Marketing and Business Development amartin@agilipersonalcfo.com Job Description In my capacity as Manager of Marketing and Business Development, I oversee, monitor and analyze the development...
