OUR IDEAL CANDIDATE IS AN INDIVIDUAL PRODUCER OR PRODUCER GROUP WHO:
IS INNOVATIVE & RESOURCEFUL
POSSESSES CORE VALUES
HAS CAREER EXPERIENCE
DOES QUALITY WORK
IS OPEN MINDED
IS A TEAM PLAYER
Dom has been a long-term client committed to truly building a business that serves his life. His goal to become the CEO of his Life has never been more evident than with the creation of Valta Advisor Services. He had a vision to truly bring a transformational program to the financial services industry and that dream is now being realized. His philosophy when it comes to financial planning and investment management is very unique and his willingness to share this information with other advisors is extraordinary.
The future of our business is to provide comprehensive financial services to our clients, not simply “wealth management.”
I have been fortunate to know Dominique for the better part of a decade, and have engaged the services of his firm to provide the back-office deliverables using his best-in-class team of subject matter experts in tax, legal, financial planning, and insurance. Working together, I am able to provide my Ideal Clients truly comprehensive financial planning in a flat fee, DOL-compliant manner.
Without the team from Valta, it would simply not be possible to gain the knowledge needed in each of the disciplines in a conflict-free environment.
This is the future of our business, and I’m fortunate to have Valta in my corner to serve both my clients and myself.
Let us help you build an ideal business to serve your life of purpose.
Let’s have a candid conversation about how to take your financial firm to new heights.