- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Bethlehem, PA 18018
Marilee Falco is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Marilee Falco is a Financial Strategist responsible for client financial strategy & counsel, comprehensive financial planning and investment management. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant.
Marilee is very active in the local community. She serves on the Board of Governors for the Greater Lehigh Valley Chamber of Commerce and the Chamber Foundation Board. In addition, Marilee serves on the Women’s Leadership Council of the United Way of the Greater Lehigh Valley and serves as Board Treasurer for the Bethlehem YWCA. Marilee is active with the Estate Planning Council of the Lehigh Valley and has served on the planning committee for the Girl Scouts "Take the Lead" event for the past several years. In 2014, Marilee was named a "Women of Influence" honoree by Lehigh Valley Business.
Prior to joining JoycePayne Partners, Marilee was a Vice President and Financial Advisor at Sovereign Bank. She spent 15 years at Morgan Stanley, where she provided comprehensive financial advice to affluent families and business owners.
Marilee and her husband Louie reside in Allentown. They have three grown children - a son in California, a daughter in Boston and a son in Bethlehem.
Education: Bachelor of Arts in Business Administration, Muhlenberg College