Sarah Caine
CFP®
Agili
Financial Strategist
Sarah Caine
CFP®
Agili
Financial Strategist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sarah Caine, CFP®
Fee-Only financial planner located in Bethlehem, PA, serving clients locally and across the country
Meet Sarah Caine
As a Financial Strategist, Sarah Caine's responsibilities include analysis, development, and execution of comprehensive financial plans for clients. For some of Agili’s clients, Sarag also provides financial strategy and investment management.
Education and Credentials
- Bachelor of Science, Lehigh University
- CERTIFIED FINANCIAL PLANNER™
Professional Organizations
- National Association of Personal Financial Advisors (NAPFA)
What is a career highlight for you?
I really enjoy my role as a Financial Strategist. I love the combination of detail-oriented problem solving and the balance of conversations with clients.
Sarah Caine 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 Sarah Caine
Office Locations:
-
74 W Broad St
Suite 320
Bethlehem, PA 18018
