Built on a foundation of care and commitment to our clients’ financial independence.
At Financial Diligence Partners (FDP), our vision is to be a one-stop shop for the financial planning needs of emerging affluent clients within the greater Orange County area. We strive relentlessly to thoroughly understand each of our client’s unique situations and financial goals and have a long-standing history of providing excellent service through holistic and sophisticated financial planning solutions that help our clients achieve financial freedom.
What Makes Us Different
Whether you’re looking for fresh ideas, or simply seeking a second-opinion on your existing financial assets, we’re happy to help.
Personal Planning
We serve affluent and diverse individuals and families through holistic financial planning solutions, including our unique Life Assurance 360, ARC and RISK processes.
Professional Partnerships
A coordinated effort among our clients’ accounting and legal advisors ensures that plans are professionally orchestrated, integrated and implemented.
