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.

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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.

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Professional Partnerships

A coordinated effort among our clients’ accounting and legal advisors ensures that plans are professionally orchestrated, integrated and implemented.

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Contact us today to learn
how we can help you reach your financial goals


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Learn More about our Unique Financial Planning Strategies

Achieving Retirement Clarity


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Managing your Wealth in Retirement


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Discovering which Investment Strategy is Right for You


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