Diego Vallota is a seasoned professional with experience and expertise across a broad range of financial issues. His goal is to act as an advocate for you and your family, creating long-term, personal relationships dedicated exclusively to helping you reach your financial goals and live your dreams. He has worked in wealth management for 25 years.
Concentric Wealth Management allows him the unique opportunity to truly partner with clients and develop a comprehensive financial plan incorporating all of your assets not just those under management. He is extremely service-oriented and puts the needs of his clients as the highest priority.
Diego received a Bachelor of Arts degree from Denison University.
Diego and his family live in Mt. Lookout. He is an active member of Christ the King Parish and has been involved in many charitable organizations such as C.I.S.E, Children’s Hospital, and The United Way. He maintains a series 7 and 65 and is insurance licensed.
Our Team
Michelle Robinson, CPA- Dawn James, CPA
- Sara Boruske, CPA
- Matt Cassidy
- Dylan Humbert
- Dan Engelhardt
- John Kemen
- Andrew Chaney
- Allison Steffen
- Josh Wentz
- Cheryl Pemberton
- Ashley Champ
- Michael J. Capozzoli, CPA
- Tyler Bick
- Pam Zoda
- John Zetzl, CPA
- Tiffany Mull, CPA
- Jenney Holthouse
- Kelley Hensley
- Tony Gillam, CPA
- Natalie Gerber
- Diego Vallota
- Molly Myers
- Tom Gady, CPA
- Pamela Conner, CPA
- Jake Burke, CPA
- Gene Schindler, CPA
- Pat Burke, CPA
Michelle Robinson, CPA
Dan Engelhardt
John Kemen
Andrew Chaney
Allison Steffen
Josh Wentz
Cheryl Pemberton
Ashley Champ
Michael J. Capozzoli, CPA
Tyler Bick
Pam Zoda
John Zetzl, CPA
Tiffany Mull, CPA
Jenney Holthouse
Kelley Hensley
Tony Gillam, CPA
Natalie Gerber
Molly Myers
Tom Gady, CPA
Pamela Conner, CPA
Jake Burke, CPA
Gene Schindler, CPA
Pat Burke, CPA