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®

610-882-3882

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

  • National Association of Personal Financial Advisors (NAPFA)
    Marilee Falco is a NAPFA-Registered Financial Advisor

    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 Marilee Falco

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Office Locations:

  • 74 W Broad St
    Suite 320
    Bethlehem, PA 18018
  • 1806 Summit Avenue
    Suite 100
    Richmond, VA 23230

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