Jennifer Pieson



Financial Planning Analyst

Jennifer Pieson



Financial Planning Analyst

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennifer Pieson, FPQP®


Fee-Only financial planner located in Bethlehem, PA, serving clients locally and across the country

Meet Jennifer Pieson

As a Financial Planning Analyst, Jennifer Pieson assists clients and colleagues in the firm with financial planning and strategy expertise. In addition, Jennifer creates Agili’s quarterly newsletter for clients and friends of the firm. She is also a Notary Public for the Commonwealth of Pennsylvania and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

Education and Credentials

  • Bachelor of Arts, East Stroudsburg University
  • Financial Paraplanner Qualified Professional™

What is a career highlight for you?

Learning and growing with my clients. Since everyone’s situation is unique, I get to see a lot of different ways to spend, save and share money, which is inspirational in a lot of cases and educational in all. I have also learned that everyone has a different “money language,” or feeling about what money means to them, and that has helped me learn how to better discuss money issues with my friends, family and kids.

Jennifer Pieson 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 Jennifer Pieson

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Office Locations:

  • 74 W Broad St
    Suite 320
    Bethlehem, PA 18018

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