Nice to meet you,
we’re DiversiFi Capital.
We’re a virtual-based Financial Planning & Wealth Management group that’s reimagining financial advice by putting education first. We bring passion, customer focus, and fun to all that we do in hopes of making financial advice easier to understand & more accessible.
We place a strong emphasis on simple, straightforward financial education and advice because we believe that the better you understand your finances, the more success you will achieve.
Our education-based approach to financial planning is driven by a passion to improve the well-being of those around us. We center our services on integrity, trust, empathy, and approachability.
How Can We Help?
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I’m looking for someone to help me navigate the financial components of life events.
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I was recently laid off and I need help assessing the financial impact this will have.
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I’m thinking more about working with someone who can help manage my investments for me.
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I’m surprised by my tax bill every year and want to have a clear picture in future years.
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I have stock options in a private company and want to plan strategically for a future IPO.
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The majority of my net worth comprises my company’s stock and I’d like diversifying.
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"When I worked in tech, I didn't have a diversification strategy for my equity. The clarity I have now is night and day, and I can't stress enough how beneficial it is to have an Advisor supporting you."
Jaclyn Boos | COO
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The best thing about working at DiversiFi is that it feels like a family, and many of our clients become our friends & family. I'm honored to help others with such important aspects of their lives.
Lily Zhang, CFP® | Financial Advisor
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In order to help our clients, it’s critical that we have efficient processes & handoffs between teams. We always strive to embody our core value to continuously improve.
Ramsey Morton | Business Operations Analyst
