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.

Articles by Diego

Your 5-Step Retirement Plan

If you’re planning to retire sometime in the next 10 years, here’s some crucial advice: Take a very hard look at your 401(k). While employer-sponsored savings plans, such as 401(K)s, usually are a great place to stash money during most of your working years, they may not be as great if you’re getting ready to […]