Marilee Falco
CFP®, ChFC®
Agili
Principal, Financial Strategist
Marilee Falco
CFP®, ChFC®
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. - Marilee Falco, CFP®, ChFC®
Fee-Only financial planner located in Bethlehem, PA, serving clients locally and across the country
Meet Marilee Falco
As a Financial Strategist at Agili, Marilee Falco is responsible for client financial strategy and counsel, comprehensive financial planning and customized investment management.
Education and Credentials
- Bachelor of Arts in Business Administration, Muhlenberg College
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
Awards and Recognition
- Recipient of the Lehigh Valley Business “Women of Influence” Award, 2014
- Recipient of the Girl Scouts of Eastern PA “Take the Lead” Award, 2020
Professional Organizations
- National Association of Personal Financial Advisors (NAPFA)
Community Engagement
- Board Member, Greater Lehigh Valley United Way
- Board Treasurer, Greater Lehigh Valley Chamber of Commerce Foundation
- Board Member, Estate Planning Council of the Lehigh Valley
- Planned Giving Committee, Northampton Community College
- Core Team Member, Good Shepherd Rehabilitation Women’s Giving Circle
- Planning Committee for “Take the Lead” Annual Fundraising Event, Girl Scouts of Eastern PA
What is a career highlight for you?
Obtaining my CFP®. I studied for my CFP® while working full-time and raising 3 children. The CFP® is a very challenging exam and passing that exam was a true career highlight for me.
Marilee Falco 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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Marilee Falco 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 Marilee Falco
Office Locations:
-
74 W Broad St
Suite 320
Bethlehem, PA 18018 -
1806 Summit Avenue
Suite 100
Richmond, VA 23230
