Tue, Feb. 13 2018
7:30 am – 9:00 am
Hilton Garden Inn Boston/Waltham
Catherine Valega, CFP
Vice President, Financial Consultant
Rockland Trust Financial Services
Catherine is a Vice President and Financial Consultant with Rockland Trust Financial Services offering access to a full range of investment and insurance services. Catherine focuses on meeting the wealth management needs of individuals, families, businesses, and non-profits in the Arlington, Burlington, Waltham, and Woburn communities.
Catherine holds her Series 7, 63 and 66 registrations within LPL Financial and also has obtained a Massachusetts Life, Accident and Health Insurance License. Catherine was previously a Relationship Manager with TD Bank and a Financial Advisor with LPL Financial.
Catherine received a Bachelor of Arts in Economics from the University of Pennsylvania, a Master’s degree in International Relations from Johns Hopkins School of Advanced International Studies, and her Certificate of Financial Planning from Boston University. Catherine speaks French fluently, and is proficient in Spanish and Italian. In her free time, Catherine enjoys Crossfit, hiking, and playing soccer. Catherine resides in Winchester, MA with her husband, four daughters, and Goldendoodle.
420 Totten Pond Road. Waltham
Reservations are not open at this time for this event.