Diego Vallota

Professional Experience

Diego Vallota is the Managing Partner and Co-Founder. For over 25 years, Diego has supported the wealth advisory needs of affluent families and institutions both international and domestic. With his extensive experience in banking and financial services, he brings an significant expertise to the wealth management landscape. He is leading wealth management by focusing and delivering a high level of service with customized solutions for each client. Diego serves as a fiduciary, providing holistic advisory services that go beyond typical investment practices.

Industry Expertise

Diego has a proven track record of success. With a deep understanding of market dynamics and client’s needs, Diego, excels in leading, developing and growing a wealth management practice. After a successful career in the banking industry, he partnered with a local CPA firm and started a financial advisory practice that grew significantly under his leadership.

Diego received specialized training in portfolio management, financial planning and estate planning from the Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Strategies Institute at Michigan State University.

Professional Activities

• CPAmerica

Certifications

• Series 65
• Life and Health Insurance

Education

• Bachelor of Arts in Economics, Denison University, Granville, Ohio

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