Vice President, Wealth Management & Communications
Catherine Valega leads the Wealth Management practice for Sapers & Wallack. Catherine has been empowering her clients to make educated financial decisions for over twenty-five years. She has dedicated her career to helping individuals, families, and small businesses navigate their financial lives, making smart decisions that positively impact their families, businesses, communities, and the environment.
Catherine has a Bachelor of Arts in Economics from the University of Pennsylvania. Her Master of Arts is from the Johns Hopkins School of Advanced International Studies (SAIS). She is also a Certified Financial Planning practitioner, as well as a Chartered Alternative Investment Analyst. She holds her Series 7, 63, and 66 licenses with Lion Street Financial, and also has her Massachusetts Life, Accident and Health Insurance License.
Catherine speaks French fluently, and is proficient in Spanish and Italian. She enjoys staying active with her husband, four daughters, golden doodle and newly adopted kitten. She resides in Winchester, MA.Visit my LinkedIn page