CFP®, CPA, EA
CFP®, CPA, EA
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cynthia Levine, CFP®, CPA, EA
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Meet Cynthia Levine
As a Financial Strategist, Cynthia Levine delivers high-quality financial analysis that integrates retirement and financial independence planning with investment, cash flow and debt management; asset protection; and tax and estate planning. At Agili, our holistic financial planning approach first and foremost addresses client-specific concerns, priorities and goals. Cynthia aspires to develop plans that not only make a quantitative difference in the lives of our clients but a qualitative difference as well.
Education and Credentials
- Bachelor of Science, Carnegie Mellon University
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
- Enrolled Agent
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
- Virginia Society of CPAs (VSCPA)
What is a career highlight for you?
Just as investors tend to feel the pain of their losses more than the excitement of their gains, the same with careers. That is, we tend to feel the pain of our missteps more than the excitement of our accomplishments. But it is our missteps that lead to change and improvement. “Leave it better than I found it” has been my one constant work goal since my first high school job of stocking shelves. And it is a career highlight for me that my ladder of growth reflects this long term, productive mindset of “leaving it better than I found it.”
Cynthia Levine 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.
Professional Designations & Affiliations
Cynthia Levine is a NAPFA Associate Member
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.
Contact Cynthia Levine
9030 Stony Point Pkwy
Richmond, VA 23235