Liz Daffner

Specialties

Independent advisor offering a wide range of investments including fee-​based portfolios, life insurance, annuities* (variable/​fixed), non-​traded alternatives* such as Real Estate Investment Trusts* and more. We can help you whether you’re just starting out, own a small business, or are seasoned investor looking for more ways to grow your wealth.

History

Established in 2010.

*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/​SIPC. AIC and Diligence Wealth Management are not affiliated. Additional products and services may be available through Elizabeth Daffner or Diligence Wealth Management that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Diligence Wealth Management will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of CA and ID. Securities e-​mail: info@​diligencewm.​com

Meet the Business Owner

Elizabeth D.

Business Owner

I grew up in the small town of Loomis and graduated from the University of Chico with a Bachelor’s Degree in Business Finance. Now the owner of Diligence Wealth Management, I enjoy working with small business owners and families to create real wealth building strategies. It begins with listening to your concerns, identifying your needs, and defining an action plan. My free time is spent in dirty jeans riding horses with my husband and working on our small Newcastle ranch.

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«Knowledgeable, friendly, & responsive CPA firm committed to saving their client’s in taxes without cutting corners. I trust their judgement & advice.»

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Elizabeth D. says,

«My go-​to-​guy for all things Real Estate Financing. Professional, knowledgeable and has a no-​frills approach to delivering results!»