Broker Check
Agnieszka (Aggie)  Valenta  CRPC® AWMA® SE-AWMA®

Agnieszka (Aggie) Valenta CRPC® AWMA® SE-AWMA®

Investment Advisor Representative & Client Service Advisor

Agnieszka (Aggie) Valenta was born and raised in Poland and since has resided in New England. She comes to us with financial service, taxation, and accounting experience.  Aggie is Series 7, 66, Life, Accident and Health, and NMLS licensed. She also holds her designations as a Chartered Retirement Planning Counselor (CRPC™), Accredited Wealth Management Advisor (AWMA™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) from the College for Financial Planning. Aggie earned a Master’s degree in Business Administration from the University of Hartford, as well as a Bachelor’s degree in Business Management with a concentration in Accounting. She has a passion for finances and educating others on the importance of proper financial planning.

Aggie is also fluent in Polish and conversational in Spanish. She is an ultra-marathoner, author, hiker, kayaker, cyclist, world traveler, and does construction projects as a hobby.  She has been married to her husband Christopher since 2004 and they have three children together. She is very supportive of autism charities as her youngest daughter has autism. She also wrote two children’s books about autism to help children understand what autism is and how to be better friends to those on the spectrum.

 Aggie is a lifetime learner and continues to expand her knowledge. She is currently pursuing a Master’s in Financial Planning.