About Catherine Valega, CFP®
Current Role
Owner, Green Bee Advisory
Expertise
- Financial Planning
- Retirement Planning
- Education Planning
- Insurance Planning
- Investment Planning
Certifications & Degrees
- Certified Financial Planner™
- Chartered Alternative Investment Analyst
- Bachelor's degree in economics from the University of Pennsylvania, master's degree in international business from Johns Hopkins School of Advanced International Studies
Personal Finance Experience
Catherine Valega founded Green Bee Advisory LLC to help women, investors, and small businesses build, manage, and preserve their financial resources.
As a certified financial planner (CFP®) and chartered alternative investment analyst (CAIA®) with more than 20 years of experience in financial planning, Catherine strives to educate and empower her clients to make positive financial decisions that support their families, businesses, and communities.
Catherine speaks fluent French and is proficient in Spanish and Italian. When not helping her clients’ hives buzz, she stays active in her community. She enjoys spending time with her husband, four daughters, goldendoodle, Mocha, and cat, Moose.
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Latest from Catherine Valega, CFP®
How to Buy Platinum
Platinum is a precious metal with automotive and industrial uses that can be made into jewelry and prized by investors. There is also...
How Much Money Can You Get From a Reverse Mortgage?
A reverse mortgage is a loan that lets you tap your home’s equity without moving...
How to Get a Home Improvement Loan
Home improvement loans are a type of personal loan that homeowners can use to complete renovations they can’t finance on their own. Unlike...
How to Get a $70,000 Personal Loan
Personal loans are installment loans that you make monthly payments toward throughout the loan term, usually between 24 and 60 months. Personal loans...
Does Refinancing Student Loans Save Money?
Refinancing your student loans involves applying for a new private loan to pay off one or more federal or private student loans. This...
Parent PLUS Loan vs. HELOC: Which Is Better?
Federal student loans can be an affordable way for your child to pay for the cost of attending college, especially during their undergraduate...
HELOC vs. Reverse Mortgage: Which Is Better?
If you want to tap your home’s equity for just about any purpose, you might consider two popular options: a home equity line...
What Is the IRS Failure to File Penalty?
If you owe money and don’t file your tax return by the deadline, the IRS charges what’s called a failure to file penalty....
Can You Get Student Loans Without the FAFSA?
The Free Application for Federal Student Aid (FAFSA) is a crucial step in securing financial aid for higher education in the United States....
How Long Does It Take to Get a Personal Loan?
We researched 10 popular lenders’ processes to determine how long it takes to get a personal loan—and how to speed up the process.