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®
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