Liz Daffner

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2530 Douglas Blvd Ste 170
Roseville, CA 95661
+1 (916) 905-7526
http://www.diligencewm.com

Diligence Wealth Management, LLC is a versatile financial planning firm located in Roseville, CA, just 20 minutes north of Sacramento. With a dedicated focus on providing customized wealth building solutions, they offer a wide range of services including financial planning, investing, and insurance services to individuals, families, and small businesses.

As part of an agency of independent advisers managing over $260 million in assets, Diligence Wealth Management, LLC is committed to offering comprehensive and personalized solutions for retirement planning, life insurance, and wealth management. With access to a diverse range of investments and institutions, they strive to help clients in different stages of wealth building achieve their financial goals.

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5.040 reviews
Merivel T.
8/20/2025

We're so grateful to Liz Daffner for helping us plan our retirement! Our first call was just 20 minutes and totally free, and she really took the time to get to know our financial goals, what...

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Chad P.
8/22/2025

Liz was very welcoming and made us feel at ease. Her knowledge has been very helpful for planning for our future.

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Kevai F.
8/25/2025

Liz was amazing. Even though I wasn't a good fit for her company, she took time to explain very significant information and options. She's a gem and I wouldn't hesitate to use her services!

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Eric P.
9/7/2024

Ok, I found liz here on Yelp and gave her a shot with no knowledge walking in (outside of reading things here). For one, I felt as though she was a friend I could trust with everything in the...

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J D.
8/27/2024

I'm so grateful for the opportunity to meet with Liz. I'm in my early 30s and have always felt intimidated about financial planning. Liz was so kind and patient and put me at ease during the...

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United States›California›Roseville›Liz Daffner