Carrie Fellon
CFP®, CRPS®
Agili
Financial Strategist
Carrie Fellon
CFP®, CRPS®
Agili
Financial Strategist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Carrie Fellon, CFP®, CRPS®
Fee-Only financial planner located in Bethlehem, PA, serving clients locally and across the country
Meet Carrie Fellon
As a Financial Strategist, Carrie Fellon manages investments, provide financial strategy and counsel, and create customized financial plans for our clients.
Education and Credentials
- Bachelor of Science in Business Management, Centenary University
- Certificate in Personal Financial Planning, Moravian College
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Plans Specialist
Awards and Recognition
- Recipient of the Lehigh Valley Business “Women of Influence” Award, 2020
Professional Organizations
- Board Member, Estate Planning Council of the Lehigh Valley
- National Association of Personal Financial Advisors (NAPFA)
Community Engagement
- Chair of Women’s Giving Circle, Good Shepherd Rehabilitation
- Board Member, Estate Planning Council of the Lehigh Valley
- Past President of Executive Committee, BW NICE Lehigh Valley Chapter
What is a career highlight for you?
A career highlight for me was transforming from commission-based and fee-based investment management and financial planning to a fee-only business model. By joining Agili, I found my home at a firm whose sole source of compensation is the fees our clients pay to us. It was liberating to be able to provide unbiased recommendations and impartial guidance based directly on our clients’ needs and goals.
Carrie Fellon is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Carrie Fellon
Office Locations:
-
74 W Broad St
Suite 320
Bethlehem, PA 18018
