About Catherine Valega, CFP®
Current Role
Owner, Green Bee Advisory
Expertise
Financial planning, retirement planning, education planning, insurance planning, investment planning
Education
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®
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.
How Long Does It Take to Get a Home Equity Loan or HELOC?
Home equity loans and lines of credit can offer convenient access to cash. How long...
Do I Need an Appraisal for a Home Equity Loan or Line of Credit?
An appraisal helps your home equity lender get an accurate value of your home, but...
What Is a Credit Limit?
Your credit limit determines how much you can spend on a credit card. Here's how it's determined, how to check yours and whether...
How to Dispute a Credit Card Charge
If you notice an unfamiliar charge on your credit card statement, you may be able to dispute it. Use these guidelines to correct...
Can I Refinance My HELOC With Another Bank?
Refinancing a HELOC can help you cut costs or avoid hefty monthly payments. You have several options to refinance this type of debt.
Best Student Loans for Pharmacy School
Pharmacy school can be expensive. In addition to scholarships and grants, you can use federal and private student loans to cover your pharmacy...
Driveway Paving Financing Options
Driveway financing may be the key to repaving your driveway and increasing your home’s value. We explored several financing options to get the...
Do Hospitals Help Pay for Nursing School?
Hospitals can offer financial assistance for nursing school to current students and those who plan to enroll in a nursing degree program.