Phone: 949-468-0357 Fax: 866-268-9874

About Us.

Investing

Diligent Financial Group, Inc. is a Wealth Management firm comprised of experienced CFP®’s, financial & investment advisors. As an independent financial company, free of the pressures of quotas and specific product sales dictated by corporate policies, we are fully able to provide our clients a holistic approach of financial planning; we analyze our client’s financial objectives and needs, and address it by tailoring unique and diverse solutions for each client.

Corporate Bios

Ray Kim, CFP®, PFP – President/CEO

bio-edRay is a Certified Financial Planner®, principal owner of Diligent Financial Group, Inc., an Associated Person with WestPark Capital, Inc., (not affiliated with Diligent Financial Group, Inc.). With over 20 years of experience in the field of financial planning services, Ray specializes in retirement and estate planning. Mr. Kim’s experience includes positions as a senior financial advisor with American Express Financial Advisors and business consultant with the CPA firm of PR and Associates. He has obtained his PFP (Personal Financial Planning) designation from University California Irvine, School of Business and Management and is staff instructor for UCI for the PFP Program. He lives in Newport Beach, CA. Ray is a husband and a proud father of two daughters.

 

Edwin T. Suzuki – Vice President

bio-edEdwin is a principal owner of Diligent Financial Group, Inc., a Registered Representative with WestPark Capital, Inc., and a Registered Investment Advisor with WestPark Capital, Inc. (not affiliated with Diligent Financial Group, Inc.). Mr. Suzuki has over 14 years of experience in the field of financial planning services. He is registered with Series 7-General Securities, Series 66-Registered Agent and Investment Adviser, California Life and Health License #0E60159 , California Long Term Care License, and California Property & Casualty License.

 

 

 

Comprehensive Financial Planning– By identifying the financial strengths and weaknesses of individuals/families/businesses, we can provide sound advice and implement strategies to help improve our clients overall financial health, portfolio, tax efficiency sothat they may achieve their goals and objectives.

Wealth Management – We utilize many strategies and products to create a truly diverse portfolio. We have access and can offer many highly experienced professionally managed portfolios ranging from equities, ETF and mutual funds, to fixed-income portfolios.

Tax Planning – Although we are not CPA’s and enrolled agents, and do not provide tax advice, we provide tax planning strategies to help minimize both federal and state taxes all geared to a client’s given situation.  Part of the comprehensive financial planning process is understanding and evaluating tax ramifications on the decisions you make.  We will coordinate with your CPA or enrolled agent in making your portfolio tax efficientand taking advantage of all tax deductions and opportunities.

Business Planning –Being business owners ourselves we fully appreciate and understand your position and what you go through. Together we may discover areas in ways to help your business.

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