About Catherine Valega, CFP®, CAIA®
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®, CAIA®
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...
HELOC vs. Student Loans: Which Is the Smarter Way to Pay for College?
Paying for college is a major financial decision—whether you’re helping your child cover tuition or...
Reverse Mortgages vs. HELOCs vs. Home Equity Loans: Which Option Is Best for You?
Choosing between a reverse mortgage, HELOC, or home equity loan might feel unclear, especially when...
What Is the IRS Failure to File Penalty?
If you owe money and don’t file your tax return by the April deadline, the IRS may charge what’s called a failure to...
How Long Does It Take to Get a Personal Loan? What to Expect for Approval, Funding, and More
We researched 10 popular lenders’ processes to determine how long it takes to get a...
How to Get a Home Equity Loan or HELOC for a Mobile or Manufactured Home
We explore HELOCs and home equity loans for manufactured homes, including eligibility requirements and how...
How Long Does It Take to Get a Home Equity Loan or Line of Credit?
Home equity loans and lines of credit can offer convenient access to cash. How long...
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.
State Student Loans
State student loans are a form of private aid that can be used to pay for college.