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

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

Investment Advisor Representative & Client Service Advisor

I was born and raised in Poland and resided in New England since 1992. I am a Financial Advisor with a taxation and accounting background. I hold designations as a CERTIFIED FINANCIAL PLANNER™ (CFP®), 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 have earned a Master’s degree in Business Administration from the University of Hartford and a Bachelor’s degree in Business Management with a concentration in Accounting from Westfield State University. 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, and I do construction projects as a hobby.  I have been married to my husband, Christopher, since 2004, and we have three children together. I support autism charities, as my youngest daughter has autism. I also wrote two children’s books about autism to help children understand what autism is and how to be better friends with those on the spectrum.

I am a lifetime learner and continue to expand my knowledge. I am currently pursuing my second Master's degree, this one being in Personal Financial Planning.