Business Details
16 Years
experience
Your Trusted Financial Partner in Roseville, CA
Founded in 2010, Diligence Wealth Management has established itself as a client-focused financial services firm dedicated to personalized wealth-building solutions. Our approach prioritizes education and transparency, helping clients understand investment fundamentals while creating tailored financial plans. Located in Roseville, CA, we serve families and small businesses across California, leveraging over a decade of experience to guide clients through retirement planning, life insurance, and wealth management. As part of a network managing $260 million in assets, we maintain independence from corporate agendas while holding Series 7 and 66 securities licenses. Our founder's entrepreneurial background in finance and real estate informs our practical, no-nonsense approach to financial advising.We emphasize open dialogue and long-term relationships, ensuring clients feel empowered to ask questions at every stage of their financial journey. Our services extend beyond basic planning to include proactive investment management and advanced tax strategies. With deep roots in the local community and a commitment to continuous learning, we help clients navigate complex financial decisions. Our process begins with understanding individual goals through a free 20-minute consultation, followed by customized action plans. This combination of technical expertise and personalized service has made us a trusted partner for those seeking financial security.
Services
Financial Planning
Retirement Planning
Wealth Management
Investment Advisory
Life Insurance
Details
- Year established: 2010
Highlights and features
- We offer personalized financial planning tailored to individual life goals
- Our founder has 15+ years of independent financial advisory experience
- We operate without corporate quotas or product sales pressure
- We emphasize client education and transparent investment understanding
- We provide comprehensive wealth management solutions for all life stages
Services
Financial Planning
Our financial planning service creates customized roadmaps for achieving long-term financial goals. We analyze current financial status, risk tolerance, and life objectives to develop comprehensive strategies. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Retirement Planning
Specialized retirement planning focuses on optimizing savings and investment strategies for long-term security. We help clients navigate 401(k) rollovers, IRA options, and tax-efficient withdrawal strategies. Our approach ensures clients understand their retirement income sources and potential longevity risks.
Wealth Management
Comprehensive wealth management services integrate investment advisory with financial planning. We offer proactive portfolio management using diversified strategies tailored to individual risk profiles. This service includes regular performance reviews and adjustments to maintain alignment with financial goals.
Investment Advisory
Professional investment advisory services provide expert guidance on building and maintaining investment portfolios. We offer access to various investment products while maintaining transparency about fees and risks. Our recommendations focus on long-term growth and risk management principles.
Life Insurance
Life insurance planning helps protect families and business interests through appropriate coverage solutions. We evaluate clients' needs for income replacement, estate planning, and business continuity. Our independent status allows comparison of multiple providers to find suitable policies.
People
Elizabeth Daffner
Founder and Financial Advisor
Elizabeth Daffner founded Diligence Wealth Management in 2010 after graduating with a finance degree. With Series 7 and 66 licenses, she specializes in personalized financial planning. Her background in real estate investment and entrepreneurial experience informs her practical advisory approach.
Questions
What services does Diligence Wealth Management offer?
We provide financial planning, retirement planning, wealth management, investment advisory services, and life insurance solutions tailored to individual client needs.
How does the financial planning process work?
Our process starts with a free 20-minute consultation, followed by goal assessment, strategy development, and ongoing portfolio management with regular reviews.
Are you affiliated with any financial institutions?
We operate independently but partner with Ameritas Investment Company for securities and investment advisory services while maintaining client-focused independence.
What areas do you serve?
We primarily serve clients in Roseville, Sacramento, and throughout California, offering services to residents where our representatives are registered.
How are you compensated for your services?
Our compensation details are available through prospectus disclosures from our affiliated representatives, with transparent fee structures explained before any investment commitments.
Can I get help with retirement account rollovers?
Yes, we specialize in 401(k) rollovers and retirement account management, helping clients transition their savings into personalized investment strategies.
Reviews (5)
Erica V.
May 05, 2020
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Liz is fantastic! My husband and I are going through some financial trouble and Liz took the time to help explore and explain options to help get us on the right track. She is professional, kind, and non-judgmental toward anyone's current financial situation.
Amy MacKenzie
Feb 03, 2020
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Liz is extremely trustworthy, very professional and smart. She takes the time to understand your financial situation, your needs, and discuss the appropriate investment options that would be best for you and your family. She is very hard working and I am always confident in her abilities to provide top-notch service and sound investment advice. And she is DILIGENT, just like the company name! Highly recommend.
Lenora Laughlin
Oct 29, 2019
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My wife and I have been clients of Liz for three years. We could not be more pleased with how she understands our financial concerns and delivers consistent and caring personal service. She is now not only our financial adviser, but a friend.
Denise Clemens
Oct 05, 2019
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I have been working with Liz for over 14 years. Her advice has always been spot on and this has created several wealth earning opportunities. Liz is very professional, very up to speed with today's changing market and LISTENS to your needs and provides you with options ! Not only does she handle every question with grace and knowledge but she teaches you a little something each time. I love that she is managing not only my finances ... but my husband's ... my son's and my daughter's !!! I highly recommend her and I trust her decisions ... regardless of what the market throws at me !!! You will
Joe Adamson
Sep 12, 2019
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I would whole heartedly recommend Ms. Liz Daffner with Diligences Wealth Management. I have been working with Ms. Daffner for several years and have found her to be professional, knowledgeable and easy to work with on our goals. Ms. Daffner takes the time to time explains options, break down all of those daunting financial complexities and makes them easy to understand, so you can make the right choices for your future.
