Diego Vallota has worked in wealth management for 18 years. At Concentric, Diego strives to advocate for clients and their families by creating long-term, personal relationships dedicated exclusively to helping them reach their financial goals and live their dreams. He maintains a series 7,65, and insurance licensed.
Diego has a broad range of expertise in the wealth management space and excels at partnering with clients to develop a comprehensive financial plan that incorporates all of Concentric's assets, not just those under management.
Diego is highly service-oriented and makes the needs of his clients his highest priority. He has been involved in many charitable organizations, including C.I.S.E, Children's Hospital and The United Way.
Posts by Diego:
20 Nov 2014