Aggie Valenta was born and raised in Poland and has resided in New England since 1992. She is a Financial Advisor with a background in taxation and accounting.
Aggie earned a Master of Science in Personal Financial Planning from the College for Financial Planning, a Master of Science in Business Administration from the University of Hartford, and a Bachelor of Science degree in Business Management with a concentration in Accounting from Westfield State University.
She currently holds designations as a Master Planner Advanced Studies™ (MPAS®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Portfolio Management Advisor™ (APMA®), an Accredited Behavioral Finance Professional™ (ABFP®), a Chartered Retirement Planning Counselor™ (CRPC®), an Accredited Wealth Management Advisor™ (AWMA®), and a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) from the College for Financial Planning. Aggie has her Series 7, 66, Life, Accident and Health, and NMLS licenses. She is passionate about finances and educating others on the importance of proper financial planning.
In her free time, Aggie enjoys ultra-marathons, hiking, kayaking, writing, and traveling the world. She has been married to her husband, Christopher, since 2004 and together they have three children.