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Katherine Valencia

Katherine Valencia

Client Service Advisor

About Katherine

  • Born in Queens, New York City and raised in Palm Beach County, FL
  • First generation college student
  • Parents are natives of Colombia
  • Fluent in English and Spanish


  • Holds the Series 65 License as a Uniform Investment Advisor
  • Bachelors of Science in Business Administration, University of Central Florida
  • Trained to lead Dave Ramsey’s Financial Peace University (FPU) classes
  • She was President of Association of Latino Professionals for America (ALPFA) during college

Just for Fun

  • When traveling, instead of buying souvenirs, Katherine enjoys buying jewelry or purses
  • Enjoys devotional journaling as a way to reflect on her day and stay in a state of gratitude
  • Loves peppermint tea in the morning – or any chance she can get