Valta Inc. 2021 Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and VALTA, Inc. are not affiliated.
This communication is strictly intended for individuals residing in the states of CA, FL, GA, LA, MI, MS, NC, OH, SC, PA, VA and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of CA, FL, GA, LA, MI, MS, NC, OH, SC, PA, VA and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Services
VALTA focuses on helping clients improve their quality of life and achieve greater satisfaction and success by aligning their financial choices with their core values. Our values-based approach is ideal for those who are motivated to implement an inspired, compelling financial strategy in alignment with living a Life of Significance.
Dominique has been in the financial services industry since 1975, and specializes in helping each client gain absolute clarity about what is most important to them in order to live a purposeful life. An avid lecturer domestically and abroad, Dominique speaks primarily on successful strategies for money management and retirement funding.
VALTA's approach to financial planning is unlike any other - service-based and values-driven. We are life coaches with a specialty in money, and we help our community of clients self-actualize their lives by delegating their financial affairs to a competent and professional team of Subject Matter Experts.
During times of economic uncertainty, people recognize the need to make sound financial decisions to improve their fiscal well-being and prepare for the future. To meet this need, broad financial education has become a desirable benefit that employers can provide for their workforce. Seventy-five percent of Americans agree that they would benefit from having basic financial education and information.
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