Agnieszka (Aggie) Valenta
MSPFP, CFP ®, MPAS®, APMA ®, ABFP ®, CRPC ®, AWMA ®, SE-AWMA ®
Investment Advisor Representative
Longmeadow, MA Office
Kelli Demas
Client Engagement Specialist
longmeadow, MA Office
Agnieszka (Aggie) Valenta
MSPFP, CFP ®, MPAS®, APMA ®, ABFP ®, CRPC ®, AWMA ®, SE-AWMA ®
Investment Advisor Representative
I was born and raised in Poland and have resided in New England since 1992. I am a Financial Advisor with a taxation and accounting background. I have earned 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 degree in Business Management with a concentration in Accounting from Westfield State University. I hold designations as a Master Planner Advanced Studies™ (MPAS®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Portfolio Management Advisor™ (APMA®), an Accredited Behavioral Finance Professional™ (ABFP®), a Chartered Retirement Planning Counselor™ (CRPC®), an Accredited Wealth Management Advisor™ (AWMA®), and a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) from the College for Financial Planning. I have my Series 7, 66, Life, Accident and Health, and NMLS licenses. I am passionate about finances and educating others on the importance of proper financial planning.
I am an ultra-marathoner, author, hiker, kayaker, and world traveler. I also do construction projects as a hobby. I have been married to my husband, Christopher, since 2004, and we have three children together. I support many health charities, including autism charities, as my youngest daughter has autism. I also wrote two children’s books about autism to help children understand autism and how to be better friends with those on the spectrum.
I am a lifetime learner and continue to expand my knowledge.
Kelli Demas
Client Engagement Specialist
Kelli Demas is a Client Relationship Manager who supports Aggie Valenta in our Longmeadow, MA office. Kelli earned her B.A. in Communications from Northeastern University and has over 10 years of experience in Financial Services. Throughout her career, Kelli excelled in Executive Support, Account Management, Insurance Sales and Client Relations.
Kelli is a Massachusetts native who loves spending time with her friends and family. She is a proud mom who loves coffee, true-crime documentaries, and shopping.
