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Diane D

CFP®, Series 63

Austin, TX

Wealthcare Capital Management LLC

Diane Dixon is a CFP® with 21 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2012. She holds managing member roles at Keeper Collection, LLC, which develops interactive cookbook software, and Gens Du Monde, LLC, a food product manufacturing and marketing business. Dixon also provides business consulting through D Enterprises, LLC. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving over 5,600 clients with comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach integrating behavioral economics and proprietary quantitative measures, and offers access to alternative investments and precious metals custody.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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