Financial Flexibility Goes National with East Coast Office
NEWPORT, Ore., Feb. 4, 2021/ PRNewswire/– Â Financial Liberty Wealth Management Group, the Oregon based monetary planning and wealth management firm launched in 2000 by Julia Carlson, now has a coast-to-coast existence with the opening of its Boston office. Directing that operation will be Catherine Valega, CFPÂ ®, CAIA, a monetary services veteran with more than 20 years of experience.
” We thought about opening an East Coast office for some time but wished to make sure it was in the care of somebody whose worths and technique to wealth management closely aligned with our own,” said Julia Carlson, Creator and CEO of Financial Flexibility Wealth Management Group. “Catherine Valega and I satisfied through our work with LPL and I saw that in her own practice she was already doing many of the important things that Financial Liberty has ended up being understood for including informing ladies on monetary matters and helping small company owners to be more successful. We’re confident that she will bring the very same care and attention to our customers in the East as we do here in the Pacific Northwest.”
Prior to signing up with Financial Liberty, Catherine operated an independent advisory company, Green Bee Advisory in Boston, which she established to help females investors and small businesses to develop, manage, and preserve their funds. Previously in her profession she dealt with a number of widely known companies consisting of Green Bridge Wealth Management, Pioneer Investments, and Credit Suisse.
Catherine holds accreditations as both a Qualified Financial Planner (CFP) and a Chartered Option Financial Investment Analyst. She received a bachelor’s degree in Economics from the University of Pennsylvania and earned a master’s degree in International Relations from the Johns Hopkins School of Advanced International Researches. Her expert subscriptions consist of the Financial Preparation Associations, Boston Women in Financing, and CAIA.org.
” I have long appreciated Julia as one of the leaders in expanding the ranks of women in monetary services. The Financial Freedom approach, their stability, and dedication to customers truly struck a chord in me. It was something I really wished to belong to when the chance existed,” discussed Catherine Valega, CFP, CAIA Wealth Advisor, Financial Flexibility Wealth Management. “My own technique to wealth management lines up perfectly with the method taken by Financial Flexibility. We are all devoted to assist inform our clients on monetary matters, ensuring they are heard, and treating every client with respect and self-respect.” Â.
About Financial Freedom Wealth Management.
Financial Freedom Wealth Management Group (www.financialfreedomwmg.com/) is a nationally-recognized wealth management firm with customers in 37 states. We are devoted to educating our customers and assisting them make wise monetary decisions. We work with mass wealthy people and families, along with assistance company owner recognize their individual vision of success. Our exclusive approach to wealth management allows customers to rise above monetary tension, retire with confidence, and leave a long lasting legacy.
973 224 7152.
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SOURCE Financial Flexibility Wealth Management Group.