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Name
Catherine Valega
Title
Expert
Bio
Catherine is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Alternative Investment Analyst. She holds her FINRA Series 7, 63, and 66 with LPL Financial, and is also a registered Life, Accident, Health, Property & Casualty Insurance agent.
She is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals.
Catherine received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian.
She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.
She is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals.
Catherine received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian.
She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.
