Our Team / Financial Planning

Sarah Caine, CFP®

Financial Strategist

scaine@agilipersonalcfo.com

 

Professional headshot photo of Sarah Caine, CFP®, Agili Financial Strategist.

Job Description

As a Financial Strategist my responsibilities include analysis, development, and execution of comprehensive financial plans for clients. For some of Agili’s clients, I also provide financial strategy and investment management.

Education and Credentials

  • Bachelor of Science, Lehigh University
  • CERTIFIED FINANCIAL PLANNER™

Professional Organizations

  • National Association of Personal Financial Advisors (NAPFA)

What is a career highlight for you?

I really enjoy my role as a Financial Strategist. I love the combination of detail-oriented problem solving and the balance of conversations with clients.

Job Description

As a Financial Strategist my responsibilities include analysis, development, and execution of comprehensive financial plans for clients. For some of Agili’s clients, I also provide financial strategy and investment management.

Education and Credentials

  • Bachelor of Science, Lehigh University
  • CERTIFIED FINANCIAL PLANNER™

Professional Organizations

  • National Association of Personal Financial Advisors (NAPFA)

What is a career highlight for you?

I really enjoy my role as a Financial Strategist. I love the combination of detail-oriented problem solving and the balance of conversations with clients.

More About Sarah

When I’m not wearing my Personal CFO hat, I’m wearing a gaming hat. I love to play strategy games. It doesn’t matter if they are board games or card games; I will play nearly anything.

What excites me about my work is solving problems and helping find a path to success. I enjoy looking at someone’s goals, considering the resources available to meet those goals, and fitting everything together in such a way that the goals can be achieved.

My favorite meal is one someone else has cooked for me.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018