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

Investment Advisor Representative

Agnieszka Aggie Valenta was born and raised in Poland and has called New England home since 1992. She is a Financial Advisor with taxation and accounting experience, holding 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 in Business Management with an Accounting concentration from Westfield State University. Aggie holds designations including MPAS®, CFP®, APMA®, ABFP®, CRPC®, AWMA®, and SE-AWMA® from the College for Financial Planning. She also maintains Series 7 and 66, Life, Accident and Health, and NMLS licenses. She is passionate about helping clients understand the importance of sound financial planning.

Outside the office, Aggie is an ultra marathoner, author, hiker, kayaker, world traveler, and enjoys construction projects. She has been married to her husband, Christopher, since 2004, and they have three children. She supports health causes including autism charities, inspired by her youngest daughter, and has written two children’s books to help kids understand autism and be better friends to those on the spectrum. Aggie is a lifetime learner and continues to expand her knowledge.