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Eva Valentine


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Eva Valentine has been working in finance since she graduated fromBabson College in 1978. She also holds a Masters from Lesley University.

She was recruited by Honeywell as a special projects coordinator in their financial department for the South American Region headquartered in Caracas, Venezuela.

Returning to the United States a few years later, she started consulting for non-profit organizations, helping them with their financial reporting within grant applications. This prompted her to seek her professional registrations. She holds series 6, 7, 24, 63, and 65 registrations, as well as Life, Health, and Variable Annuity registrations with the states of Florida, Massachusetts, and New Hampshire.

She founded AEGIS Financial Strategies, Inc. in 1999 as a Registered Investment Advisory Firm.