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®
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...
How Do Home Equity Loan and HELOC Requirements Differ?
Home equity loans and HELOCs can put cash in your hands. But before you can...
Illinois Personal Loans
Personal loans are a flexible way to quickly borrow smaller amounts of money. If you live in Illinois, you have many options in...
Student Loans for Community College
Here are the best student loans for community college from the federal government and several private lenders.
How to Pay for College: The Steps You Should Take
Paying for college is no easy task. Learn about the steps you should take and...
Pet Wellness Plans vs. Pet Insurance
Both pet insurance and pet wellness plans safeguard your pet’s health and can reduce veterinary expenses. Pet insurance premiums cost more, but they...
Student Loan Payment Calculator
How are student loan repayment plans calculated? Your loan servicer calculates your repayment plan using a few core factors: Note that some types...
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...