July 3, 2022

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Monetary Independence Goes Countrywide with East Coastline Place of work

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Press release articles from PR Newswire. The AP information staff members was not included in its generation.

NEWPORT, Ore., Feb. 4, 2021 /PRNewswire/ — Economical Independence Prosperity Management Team, the Oregon dependent economic setting up and prosperity administration business released in 2000 by Julia Carlson, now has a coast-to-coastline existence with the opening of its Boston office. Heading up that procedure will be Catherine Valega, CFP®, CAIA, a money services veteran with much more than two many years of knowledge.

“We thought of opening an East Coast office for some time but wanted to make absolutely sure it was in the treatment of an individual whose values and method to wealth administration intently aligned with our own,” claimed Julia Carlson, Founder and CEO of Fiscal Independence Wealth Management Team. “Catherine Valega and I met by way of our get the job done with LPL and I saw that in her own follow she was currently performing several of the issues that Money Liberty has develop into identified for which include educating women on monetary issues and supporting modest organization homeowners to be more thriving. We’re assured that she will deliver the exact care and focus to our shoppers in the East as we do below in the Pacific Northwest.”

Prior to signing up for Monetary Independence, Catherine operated an impartial advisory agency, Green Bee Advisory in Boston, which she launched to aid women traders and tiny firms to build, take care of, and preserve their fiscal assets. Earlier in her job she labored with a selection of nicely-recognised firms including Green Bridge Prosperity Management, Pioneer Investments, and Credit score Suisse.

Catherine holds accreditations as the two a Certified Fiscal Planner (CFP) and a Chartered Alternative Expenditure Analyst. She received a bachelor’s diploma in Economics from the University of Pennsylvania and gained a master’s diploma in Global Relations from the Johns Hopkins School of Sophisticated Intercontinental Scientific tests. Her skilled memberships include the Fiscal Scheduling Associations, Boston Women in Finance, and CAIA.org.

“I have long admired Julia as 1 of the leaders in increasing the ranks of gals in financial products and services. The Monetary Independence philosophy, their integrity, and motivation to clientele truly struck a chord in me. It was some thing I really wanted to be portion of when the possibility was introduced,” spelled out Catherine Valega, CFP®, CAIA Wealth Advisor, Economic Liberty Prosperity Management. “My possess strategy to wealth administration aligns perfectly with the strategy taken by Economic Freedom. We are all fully commited to assistance educate our clients on financial matters, creating guaranteed they are listened to, and managing just about every customer with regard and dignity.”

About Economic Freedom Prosperity Administration
Fiscal Flexibility Wealth Administration Team ( www.financialfreedomwmg.com/ ) is a nationally-recognized prosperity management business with customers in 37 states. We are fully commited to educating our clients and serving to them make wise monetary selections. We work with mass affluent men and women and people, as very well as aid enterprise homeowners notice their personal eyesight of accomplishment. Our proprietary method to prosperity management makes it possible for purchasers to rise above monetary stress, retire with assurance, and go away a long lasting legacy.

Call:
Michaela Morales
JConnelly
973 224 7152
[email protected]

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Resource Monetary Flexibility Wealth Management Team

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