NEWPORT, Ore., Feb. 4, 2021 /PRNewswire/ — Monetary Freedom Wealth Administration Group, the Oregon primarily based monetary planning and wealth administration agency launched in 2000 by Julia Carlson, now has a coast-to-coast presence with the opening of its Boston workplace. Heading up that operation can be Catherine Valega, CFP®, CAIA, a monetary companies veteran with greater than twenty years of expertise.
“We thought-about opening an East Coast workplace for a while however needed to ensure it was within the care of somebody whose values and strategy to wealth administration carefully aligned with our personal,” stated Julia Carlson, Founder and CEO of Monetary Freedom Wealth Administration Group. “Catherine Valega and I met by means of our work with LPL and I noticed that in her personal observe she was already doing lots of the issues that Monetary Freedom has grow to be identified for together with educating girls on monetary issues and serving to small enterprise homeowners to be extra profitable. We’re assured that she’s going to convey the identical care and a focus to our purchasers within the East as we do right here within the Pacific Northwest.”
Previous to becoming a member of Monetary Freedom, Catherine operated an unbiased advisory agency, Inexperienced Bee Advisory in Boston, which she based to assist girls traders and small companies to construct, handle, and protect their monetary sources. Earlier in her profession she labored with plenty of well-known corporations together with Inexperienced Bridge Wealth Administration, Pioneer Investments, and Credit score Suisse.
Catherine holds accreditations as each a Licensed Monetary Planner (CFP) and a Chartered Different Funding Analyst. She obtained a bachelor’s diploma in Economics from the College of Pennsylvania and earned a grasp’s diploma in Worldwide Relations from the Johns Hopkins College of Superior Worldwide Research. Her skilled memberships embody the Monetary Planning Associations, Boston Girls in Finance, and CAIA.org.
“I’ve lengthy admired Julia as one of many leaders in increasing the ranks of ladies in monetary companies. The Monetary Freedom philosophy, their integrity, and dedication to purchasers actually struck a chord in me. It was one thing I actually needed to be a part of when the chance was introduced,” defined Catherine Valega, CFP®, CAIA Wealth Advisor, Monetary Freedom Wealth Administration. “My very own strategy to wealth administration aligns completely with the strategy taken by Monetary Freedom. We’re all dedicated to assist educate our purchasers on monetary issues, ensuring they’re heard, and treating each shopper with respect and dignity.”
About Monetary Freedom Wealth Administration
Monetary Freedom Wealth Administration Group (www.financialfreedomwmg.com/) is a nationally-recognized wealth administration agency with purchasers in 37 states. We’re dedicated to educating our purchasers and serving to them make clever monetary choices. We work with mass prosperous people and households, in addition to assist enterprise homeowners notice their private imaginative and prescient of success. Our proprietary strategy to wealth administration permits purchasers to rise above monetary stress, retire with confidence, and go away a long-lasting legacy.
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SOURCE Monetary Freedom Wealth Administration Group