CSLP Program - Student Loan Advisor Training
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Advisor Detail

Diane Watson

Diane Watson

Languages: English
Diane Watson concentrates on Student Loan Repayment planning, financial planning, and investment advising.

Contact Information

3926 John F Kennedy Pkwy, #9B
Business Phone:
+19703720541
City: Fort Collins
State: CO
Zipcode: 80525
Business Name:
Valenta Capital Management

Business Information

Valenta Capital Management protocol focuses on helping businesses implement 401(k) and 403(b) Industry Best Practices, working within the structure of the 401(k) plan to provide not only ongoing plan advice and regular, systematic overview of all aspects of the plan structure from head-to-toe, but also offering individualized advice and assistance to 401(k) and 403(b) plan participants. In addition, through Cambridge Investment Research Advisors, Diane Watson also offers 3(38) Fiduciary Guidance to plans, which is one of the highest levels of retirement plan oversight available.

As Independent advisors, Valenta Capital Management will completely analyze the health and welfare of virtually any 401(k) Profit Sharing platform or 403(b) plan to make sure it is "strong and healthy," adhering to the highest levels of care, including cost control, investment policy structure and ongoing support, Plan Design, Fiduciary Reviews, and Participant Education programs.

On the Wealth Management side, (In addition to working with Business Owners, Plan Sponsors and Human Resources Professionals on the 401(k) Plan Level), Diane works with many High Net Worth Individuals, Business Owners, and Key Employees to also help guide them with their specific planning, including ongoing Portfolio Selection, overall Wealth Management, Business Succession Planning, Retirement Income Planning, and Risk Management.

Disclaimer:
Registered Representative, Securities offered through Cambridge Investment Research, Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, a Registered Investment Advisor. Valenta Capital Management and Cambridge are not affiliated.
Focus Areas:
student loans, retirement planning, investments
License 1:
CRD #7129303, Insurance #19173535

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McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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