CATHERINE VALEGA, CFP®, CAIACFP (Certified Financial Planning Professional)CAIA (Chartered Alternative Investment Analyst)Catherine focuses on meeting the wealth management needs of small businesses, women, impact givers/investors, as well as non-profit organizations and charitable donors. She builds long-term relationships by understanding client goals, dreams and concerns and creating customized financial plans tailored to their specific needs. Catherine finds her profession extremely rewarding, as she is able to provide clarity, simplicity and organization to clients’ financial lives, while respecting their goals for their families, communities, and the environment.Catherine received her B.A. in Economics from the University of Pennsylvania, and a M.A. in International Relations from the Johns Hopkins School of Advanced International Studies (SAIS). She speaks French fluently and is proficient in Spanish and Italian. In her free time, she enjoys traveling and staying active with her husband, four daughters, golden doodle and cat!———Catherine is a Certified Financial Planning Professional, a Chartered Alternative Investment Analyst, holds her FINRA Series 7, 63, and 66 with LPL Financial, and is also a registered Life, Accident, Health, Property & Casualty Insurance agent.
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