Catherine Valega, CFP® Profile Photo

Catherine Valega, CFP®

Catherine Valega, CFP®, CAIA®, founded Green Bee Advisory LLC to help women, impact givers and investors, and small businesses build, manage, and preserve their financial resources. She's been practicing financial planning for more than 20 years.

About Catherine Valega, CFP®

Current Role

Owner, Green Bee Advisory


  • 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®

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...

How Much Does ATV Insurance Cost? Here’s the Average

The average ATV insurance cost is $100.47 per month for a standard policy, but it...

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.

What Is the Deferment for Active Cancer Treatment Act of 2017?

If you need to defer student loan payments while undergoing cancer treatments, you can if...