DiversiFi Referral Network
Work with like-minded industry professionals.
As a company, we cover many different financial planning subjects with our clients. However, there are times when clients will need to work with other industry colleagues to achieve certain financial goals. Examples of these instances include real estate transactions, tax preparation, and attorney-prepared estate planning. While DiversiFi does not ensure or guarantee the services of any outside referrals, over time, our team has vetted each of these individuals in their ability to assist our clients. We feel that they each align well with our level of services, and each of them has helped our clients considerably over time.
While we stand by these individuals, things do change, and since we do not oversee their businesses, their level of service may not be the same experience for all clients.
Real Estate
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![Alan Canas]()
Alan Canas
Telephone: (650) 343-9059
Email: alan@canasrealty.com
Location: Bay Area, CA
Disclosure: CA DRE# 01793936 -
![Angela Tu]()
Angela Tu
Telephone: (408) 599-1264
Email: angela@svheights.com
Location: Bay Area, CA
Disclosure: CA DRE# 01956648 -
![Evan Beal]()
Evan Beal
Telephone: (650) 457-1830
E-mail: evan.beal@bealre.com
Location: Bay Area, CA
Disclosure: CA DRE# 01444884 -
![Craig Nosler]()
Craig Nosler
Telephone: (425) 765-5588
Email: Craig@CraigNosler.com
Location: Seattle, WA
Disclosure: WA DOL# 11051
Mortgage Lending
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![Nikki James]()
Nikki James
Telephone: (650) 322-0303
Email: njames@opesadvisors.com
Location: Bay Area, CA
Disclosure: NMLS 293138
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![Michael Hoyt]()
Michael Hoyt
Telephone: (415) 517-0900
Email: michael.hoyt@Amerihome.com
Location: Bay Area, CA
Disclosure: NMLS 653785
Tax Preparation
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![The Tax Guy SF Logo]()
TaxGuySF
Telephone: (650) 534-3886
Email: info@thetaxguysf.com
Location: Bay Area, CA
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![Ana Roggeroni-Curo]()
Ana Roggeroni-Curo
Telephone: US: (650) 307-8327 ;
Swiss: +41 76 282 2263Location: Bay Area, CA & Switzerland
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![Dimov Tax Specialists]()
Dimov Tax Specialists
George Dimov, CPA, President
Telephone: (415) 748-5206
Location: Bay Area, CA
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![Ryan Nazarian]()
Ryan Nazarian
Telephone: (323) 350-0099
Email: ryan@rgnaccountancygroup.com
Location: Los Angeles, CA
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![Hanh Dinh, CPA]()
Hanh Dinh, CPA
Telephone: (818) 593-9392
Email: hanhdinhcpa@gmail.com
Location: Los Angeles, CA
Estate Planning
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![Trust & Will Logo]()
Trust & Will
Telephone: 1 (866) 908-7878
Email: hello@trustandwill.com
Location: Remote, Nationwide
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![Diane H. Parriott]()
Diane H. Parriott
Telephone: (650) 580-2520
Email: diane@coastalestatelaw.com
Location: Bay Area & Orange County, CA
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![Michael Carney]()
Michael Carney
Telephone: (650) 638-2376
Email: michael@michaelcarneylaw.com
Location: Bay Area, CA
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![Brian Qualls]()
Brian Qualls
Telephone: (925) 400-7753
Email: brian@quallslawfirm.com
Location: Bay Area, CA
Insurance Agency
Chuck Reyna
Insurance Offerings
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• Luxury
• Historic
• Condominiums
• Cooperatives
• City Homes
• Tenants
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• Exotic
• Collector
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• Fine Art
• Jewelry
• Antiques
• Wine
• Silverware
• Other collectibles
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• Workers Compensation
• Employment Practices Liability (EPLI)
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• Limits up to $100 million
• Directors & Officers (D&O)
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• Yacht and Mega Yacht
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• Farm & Ranch
• Equine
• Private Aircraft
• Kidnap and Ransom
• Cyber Security
• Personal Travel
• Family Office
Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. DiversiFi Capital LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.