As executives and founders scale, financial complexity accelerates: equity compensation, business income, tax exposure, and long-term legacy decisions all converge at once. In this masterclass, Catherine Valega, CFP® and Founder of Green Bee Advisory, demystifies how high-earning women can intentionally optimize wealth while minimizing unnecessary taxes, years before those decisions become expensive mistakes.This session offers a clear framework for aligning investments, tax strategy, and long-term goals so your capital works as hard as you do. Expect practical insights, real-world scenarios, and a more empowered way to visualize the financial future you are building.
Catherine Valega 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.
Catherine's background as a linguist shows up in my work every day. She takes complex financial and tax language and turns it into something clear and useful. And brings empathy and honesty to every conversation, because money is personal.
When she's not working with clients, she's outside with my husband, their four daughters, and their dogs — hiking, running, skiing, or chasing whatever adventure is next.
