NEWPORT, Ore., Feb. 4, 2021 /PRNewswire/ — Financial Freedom Prosperity Administration Team, the Oregon based economic arranging and prosperity administration company launched in 2000 by Julia Carlson, now has a coastline-to-coastline existence with the opening of its Boston office environment. Heading up that procedure will be Catherine Valega, CFP®, CAIA, a money expert services veteran with much more than two a long time of knowledge.
“We considered opening an East Coast place of work for some time but wished to make confident it was in the care of somebody whose values and technique to wealth management carefully aligned with our possess,” said Julia Carlson, Founder and CEO of Economic Independence Prosperity Administration Team. “Catherine Valega and I satisfied by means of our work with LPL and I saw that in her very own apply she was currently undertaking several of the factors that Economical Liberty has turn into identified for like educating females on financial issues and assisting smaller business enterprise owners to be additional thriving. We are self-assured that she will provide the very same treatment and interest to our consumers in the East as we do here in the Pacific Northwest.”
Prior to joining Financial Independence, Catherine operated an independent advisory firm, Inexperienced Bee Advisory in Boston, which she launched to assistance gals buyers and compact firms to develop, deal with, and maintain their monetary sources. Earlier in her occupation she worked with a variety of properly-acknowledged companies which include Eco-friendly Bridge Wealth Administration, Pioneer Investments, and Credit rating Suisse.
Catherine holds accreditations as both equally a Certified Economic Planner (CFP) and a Chartered Option Investment decision Analyst. She received a bachelor’s degree in Economics from the University of Pennsylvania and earned a master’s degree in Global Relations from the Johns Hopkins College of Superior International Experiments. Her skilled memberships contain the Money Arranging Associations, Boston Women of all ages in Finance, and CAIA.org.
“I have prolonged admired Julia as a single of the leaders in increasing the ranks of women in money solutions. The Fiscal Freedom philosophy, their integrity, and motivation to purchasers genuinely struck a chord in me. It was anything I really needed to be element of when the opportunity was introduced,” spelled out Catherine Valega, CFP®, CAIA Prosperity Advisor, Money Freedom Wealth Administration. “My possess technique to prosperity administration aligns flawlessly with the strategy taken by Fiscal Freedom. We are all fully commited to aid teach our clients on economical matters, creating certain they are heard, and treating every single consumer with respect and dignity.”
About Financial Freedom Wealth Administration
Monetary Flexibility Wealth Management Group (www.financialfreedomwmg.com/) is a nationally-identified prosperity management agency with customers in 37 states. We are dedicated to educating our customers and encouraging them make wise money conclusions. We operate with mass affluent people and family members, as properly as assistance organization homeowners understand their private eyesight of achievements. Our proprietary approach to prosperity management lets shoppers to rise over economical strain, retire with confidence, and depart a lasting legacy.
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Source Money Freedom Wealth Management Team