Learn why the financial service industry is overrun by ‘correctile dysfunction, aka man-splaining’ – why that old model is broken, and how you should be thinking about $$ to grow and achieve your goals per your unique values and my unique ‘Life by Design’ process.
This workshop is for ANY woman who wants to understand and take charge of their financial destiny in THEIR way.
Led by Catherine Valega, CFP®, CAIA. Wealth Consultant with Green Bee Advisory, Mom to Johanna, Sofia, Roxi + Coco.
About Catherine:
Catherine is an accomplished, active, energetic business owner focused on female financial empowerment. She partners with motivated women to help them manage their financial lives, so they have more time to focus on themselves, their career or business, family, hobbies, philanthropy and travel.
"Have you been mansplained, or confused by other finance professionals? That drives me bonkers"
With four young adult daughters of her own, Catherine very aware of the need to translate ‘financial speak’ to terms that make sense for your unique situation. She strives to educate and empower her clients, and make them feel comfortable asking all the questions they want. Our end goal is a happy, healthy partner-relationship where we arrive at the financial decisions that make the most sense for YOU!
Did you know she also speaks French fluently?! (and is also fairly good in Spanish and Italian). Catherine is also a Certified Financial Planner TM and Chartered Alternative Investment Analyst. She has a Master of Arts in International Relations from the Johns Hopkins School of Advanced International Studies and a BA in Economics from the University of Pennsylvania. Catherine is an Investment Advisor Representative and Registered Representative with LPL Financial, and has her Series 7, 63, and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.