Jamie Malone
CFP®, CPA
Agili
Principal, Financial Strategist
Jamie Malone
CFP®, CPA
Agili
Principal, Financial Strategist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jamie Malone, CFP®, CPA
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Meet Jamie Malone
As a Financial Strategist and head of Agili’s Financial Planning Team, Jamie Malone provides our clients with customized financial planning, financial strategy and counsel, and investment management.
Education and Credentials
- Bachelor of Science, Virginia Polytechnic Institute and State University (Virginia Tech)
- Master of Business Taxation, University of Southern California Leventhal School of Accounting
- Master of Business Administration, Brigham Young University Marriott School of Management
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
Professional Organizations
- Financial Planning Association (FPA)
- American Institute of Certified Public Accountants (AICPA)
- National Association of Personal Financial Advisors (NAPFA)
- Previously served on the Board of Directors for the Financial Planning Association of Central Virginia (2006-2008)
- Leadership Metro Richmond (2019)
What is a career highlight for you?
When I started my professional journey over 15 years ago, my goal was to provide financial advisory services in a way that put clients first. I am grateful to be part of the Agili team and to act as a fiduciary for our clients.
Jamie Malone 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
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Jamie Malone is a NAPFA-Registered Financial AdvisorThe 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 Jamie Malone
Office Locations:
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1806 Summit Ave
Suite 100
Richmond, VA 23230
