Agile Financial Planning, LLC
The firm's mission is to help individuals, families, and business owners make informed financial decisions to achieve their life goals. Agile Financial Planning is dedicated to providing astute, unbiased, and affordable financial planning and asset management services. Partnering closely with clients, AFP strives to deliver its advice in a way that is easily understood and successfully executed. As a fiduciary, AFP acts in utmost good faith, behaving in a manner that serves the best interest of clients.
Michael Pablo, CFP®
Michael Pablo is the founder and principal of Agile Financial Planning, an independent fee-only Registered Investment Advisor with the State of California. He is committed to working exclusively on behalf of clients, providing objective financial planning and investment management services. Michael is a CERTIFIED FINANCIAL PLANNER™ professional, Series 65 licensed with the North American Securities Administrators Association (NASAA), and active member of the San Francisco chapter of the Financial Planning Association.