Cynthia Levine

Financial Strategist at Agili - Richmond, VA, US

Cynthia Levine's Colleagues at Agili
John Curtin

Investment Analyst

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Cody Santmyer

Portfolio/Investment Administrator

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Rahil Kapoor

Summer Analyst

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Jamie Malone

Principal & Financial Strategist

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Nagendra Rao

Assistant Manager

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Sheetal Kate

Executive HR - Operations

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Stacey Standlick

Office Manager / Assistant To The President

Contact Stacey Standlick

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Cynthia Levine's Contact Details
Email (Verified)
***@agilipersonalcfo.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
804-358-2702
Location
Richmond, Virginia, United States
Company
Agili
Cynthia Levine's Company Details
Agili logo, Agili contact details

Agili

Richmond, VA, US • 20 - 49 Employees
Financial Services

At Agili, we believe that success isn't only measured in dollars, it's measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation.For over 25 years, our firm has been grounded by our commitment to always work in our clients' best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.

Investment Management Financial Planning Private Equity Alternative Investments Family Office Estate Planning Tax Strategy Education Planning Insurance Strategy Financial Independence Planning Retirement Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Cynthia Levine
Cynthia Levine currently works for Agili.
Cynthia Levine's role at Agili is Financial Strategist.
Cynthia Levine's email address is ***@agilipersonalcfo.com. To view Cynthia Levine's full email address, please signup to ConnectPlex.
Cynthia Levine works in the Financial Services industry.
Cynthia Levine's colleagues at Agili are John Curtin, Cody Santmyer, Rahil Kapoor, Jamie Malone, Nagendra Rao, Sheetal Kate, Stacey Standlick and others.
Cynthia Levine's phone number is 804-358-2702
See more information about Cynthia Levine