Sarah Caine



Financial Strategist

Sarah Caine



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

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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 74 W Broad St
    Suite 320
    Bethlehem, PA 18018

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser