Catherine Valega

I founded Green Bee Advisory to help driven leaders — in the corporate world and in entrepreneurship — grow their wealth with intention and pay less in taxes. The goal is simple: create a financial future and legacy you’re genuinely proud of.

You deserve more than a once-a-year review or an investment statement you barely glance at. You deserve someone who’s always looking ahead, making sure your plan reflects your goals, your values, and the new opportunities life keeps throwing your way.

My background as a linguist shows up in my work every day. I take complex financial and tax language and turn it into something clear and useful. And I bring empathy and honesty to every conversation, because money is personal.

When I’m not working with clients, I’m outside with my husband, our four daughters, and our dogs — hiking, running, skiing, or chasing whatever adventure is next.