Katherine Valencia

Helping clients feel informed, supported, and confident in their financial journey.

Katherine Valencia brings a passion for financial education, client relationships, and bilingual service to her work with AllGen Financial Advisors. Born in Queens, New York City and raised in Palm Beach County, Florida, Katherine is a first-generation college graduate and the daughter of Colombian parents. Fluent in English and Spanish, she understands the importance of clear communication and meaningful connection when helping individuals and families navigate financial decisions.

Katherine earned her Bachelor of Science in Business Administration from the University of Central Florida. During her time at UCF, she served as President of the Association of Latino Professionals for America, where she developed leadership experience and a commitment to empowering others through education, representation, and professional growth.

Outside of work, Katherine enjoys devotional journaling as a way to reflect on her day and remain grounded in gratitude. When traveling, she prefers collecting jewelry or purses instead of traditional souvenirs. She also loves starting her mornings with peppermint tea whenever she gets the chance.

Credentials & Experience
- Bachelor of Science in Business Administration, University of Central Florida
- Trained to lead Financial Peace University classes