Agnieszka (Aggie) Valenta MSPFP, CFP ®, MPAS®, APMA ®, ABFP ®, CRPC ®, AWMA ®, SE-AWMA ®

I was born and raised in Poland and have resided in New England since 1992. I am a Financial Advisor with a taxation and accounting background. I have 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. I hold 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. I have my Series 7, 66, Life, Accident and Health, and NMLS licenses. I am passionate about finances and educating others on the importance of proper financial planning.

I am an ultra-marathoner, author, hiker, kayaker, and world traveler. I also do construction projects as a hobby. I have been married to my husband, Christopher, since 2004, and we have three children together. I support many health charities, including autism charities, as my youngest daughter has autism. I also wrote two children’s books about autism to help children understand autism and how to be better friends with those on the spectrum.

I am a lifetime learner and continue to expand my knowledge.