Catherine Valega, CFP<sup>&reg;</sup> - Financial Advisor

Catherine Valega, CFP®

CAIA, EA

CFP, CAIA

Green Bee Advisory

63 Shore Road, Unit #22
Winchester, MA 01890
+ 1 More Location

Green Bee Advisory

27 North Gateway
Winchester, MA 01890
FINANCIAL ADVISOR'S WEBSITE
(781) 850-4610 CONNECT WITH Catherine
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General

Catherine Valega is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Green Bee Advisory in Winchester, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CAIA.org

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Property/casualty: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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