Liz Daffner founded Diligence Wealth Management, LLC in 2010 with a clear vision: to create a flexible, client-focused financial services firm that offers personalized wealth-building solutions. She wanted the freedom to dedicate the right amount of time and attention to each family—without the pressure of meeting quotas or answering to a corporate agenda.

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Working with Liz is more than just financial planning; it's an educational journey. She helps streamline your finances, ensures you understand the fundamentals of your investments, and encourages an open dialogue where every question is welcome.

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Located in Roseville, CA, just 20 minutes north of Sacramento, Diligence Wealth Management is part of an agency of independent advisors collectively managing over $260 million in assets.