The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests. Constant and earnest effort to accomplish what is undertaken; persistent exertion of body or mind. Diligence Wealth Management is not affiliated with one bank or life insurance company. We work with many different investment firms, life insurance, and mutual fund companies to serve our client's needs.
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I graduated from the California State University of Chico with a Bachelor of Science Degree in Business Administration with a concentration in both Financial Services and Management. A year before graduating I was offered a full time position with a large investment firm and quickly obtained my Series 7 designation that allows me to work with a wide range of investments.
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