Diversify is a wealth management firm that empowers financial advisors and their clients with institutional resources and a boutique, personalized approach.
We are dedicated to delivering an unmatched, client-focused experience that is built on personalization and genuine partnership. Our expert advisors promise to care for your future like it’s their own.
Advisors at Diversify are backed by institutional-caliber support and innovative resources, freeing them to focus on what matters most: delivering highly personalized advice with the goal of helping clients build, manage, and protect their wealth.
At Diversify, we reject private-equity driven shortcuts. We are built for the long game, driven by innovation, focused on consistency, and fiercely committed to delivering a remarkable experience at every level.
Investment advisory services are offered through investment advisor representatives of Diversify, collectively Diversify Advisory Services, LLC ("DAS") and Diversify Wealth Management, LLC ("DWM"). Both DAS and DWM are an SEC registered investment advisor. Securities offered through DFPG Investments, LLC, member FINRA/SiPC.
PUENTE Learning Center is a transformative nonprofit that offers Preschool, Charter Elementary, College & Career programs, Adult Education and Community Services.
Each year, over 2,000 constituents come to PUENTE in an effort to improve their lives. They are welcomed into learning with respect and dignity. Since 1985, we have served over 120,000 students from Boyle Heights and beyond.
PUENTE is committed to Educational Excellence, Collaboration, and Equity. We provide top-rated educational options that are data-driven and community-centered. By prioritizing the needs of underserved students, we promote equity by creating opportunities for all to succeed.
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