Carrie Fellon, CFP®, CRPS
Education & Certificates
B.S., Centenary University
Certified Financial Planner™
Chartered Retirement Plans SpecialistSM
Professional Background
My first chance to formally talk to people about their money and their life began in 2005 as a Financial Advisor at Waddell & Reed, Inc. In 2009, I founded Life Stage Financial Solutions, LLC, and focused on education planning and retirement accumulation/distribution planning, primarily serving the needs of women and Boomer couples until 2015. Thereafter, I briefly served the financial planning clients at a Lehigh Valley wealth management firm. I joined Agili as a Financial Strategist in 2016. It was at Agili that I found my home with a fee-only firm whose sole source of compensation is the fees our clients pay to the firm. I have been with CW Advisors since August, 2024.
Personal Interests
In my time outside of the office, I enjoy cooking and Pilates. I belong to a women's group of lifelong learners who enjoy discovering and sharing news of current events. Together with my husband, I enjoy attending live music events and visiting with our children and grandchildren.
As Adjunct Faculty at Northampton Community College, I have taught personal finance classes on college planning and Social Security maximization strategies. I am Past President of the Lehigh Valley Chapter of Business Women Networking Involving Charity & Education.