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Diligent Investors LLC
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    • Our Philosophy
    • Our Process
  • What We Do 
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    • Estate and Succession Planning
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
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Wealth Management

Financial Planning

Estate Planning

Retirement Plan Services

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

We work diligently to gain a holistic understanding of your financial resources and goals so we can design and implement strategies tailored to meet your individual investment needs. 

 

Estate and Succession Planning

You have worked hard to build and retain your wealth. A well designed estate and gifting plan can provide tremendous asset protection, ensure your assets transfer to your intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Managing Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Jim Wilson

Managing Partner, Chief Operating Officer, and Financial Advisor

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Jim Wilson

Phone: 800-798-5713

Email: jwilson@diligentinvestorsllc.com

Jim has been in the wealth management business for over 15 years. He spent 10 years at Merrill Lynch and 5 years at Morgan Stanley. Jim's educational background consists of a Bachelor Degree in Economics. He has served his clients as their primary Financial Advisor for over 15 years. Jim is Executive Vice President of Diligent Investors, LLC. Jim is a Chartered Retirement Planning Counselor (CRPC) and holds the series 7 and 66 securities licenses, as well as his California Insurance license. Jim is active in his Church and volunteers much of his time in his local congregation. He is a leader in the Boy Scouts of America and serves on the managing councils of the Grayback district. He also is a board member for the Redlands Community Music Association (RCMA), and serves on the finance committee. During his spare time, Jim enjoys spending time with his wife, Liana, and their two daughters. He also enjoys reading, working out at his local Crossfit, and spending time outdoors.

Securities offered through MS Howells & Company. Member Finra/SIPC. Advisory services offered through Diligent Investors LLC. MS Howells & Company is not affiliated with Diligent Investors LLC.

 

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Henk Fischer

Managing Partner, Chief Compliance Officer, and Financial Advisor

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Henk Fischer

Phone: 800-798-5713

Email: hfischer@diligentinvestorsllc.com

Henk has been in the wealth management business for the last 17 years. He started his career at Merrill Lynch in 1999 where he served in positions as Financial Advisor as well as being a Resident Director. Before joining Diligent Investors he also worked for Morgan Stanley for 5 years. Henk is a Chartered Retirement Planning Counselor (CRPC) and holds the series 7,9,10, 31 and 66 securities licenses, as well as his California Insurance license. As a Financial Advisor and Executive Vice President at Diligent Investors, LLC he is actively involved in providing wealth advisory services to both individual and institutional clients - Henk has a Bachelor degree in Business and Marketing from Brigham Young University. Henk and his wife Joy Lynne are the parents of five children. Besides spending time with family, he serves as a Scoutmaster and enjoys soccer and cycling.

Securities offered through MS Howells & Company. Member Finra/SIPC. Advisory services offered through Diligent Investors LLC. MS Howells & Company is not affiliated with Diligent Investors LLC.

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Nick Brown

Founding Partner, and Financial Advisor

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Nick Brown

Phone: 800-798-5713

Email: Nbrown@diligentinvestorsllc.com

Doyal (Nick) Brown has spent 42 years in the wealth management business. He spent his first 10 years with Dean Whitter. He started in San Bernardino, CA as an account executive and was promoted to Vice President of Investments in the World Trade Center in New York. He joined Morgan Stanley in New York in 1984 and worked with high-profile clients like Canadian Pension Plans and Public Storage company. In 1990 he wanted to put his Wall Street experience to use for his own clients and he became an Independent Investment Advisor.Nick is a Vietnam Veteran. He sits on the Board of the Sam and Alfreda Maloof Foundation in Rancho Cucamonga, CA. He collects folk art and is active in his Church and Community of Interest with the Banning Bench. He is married to Carol and they love to spend time with their 11 grandchildren and 3 hunting dogs.

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James (Jim) Jebbia

Senior Investment Advisor

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James (Jim) Jebbia

Phone: 909-328-4207

Jim has been an Financial Advisor since 2002. He spent 17 years at Morgan Stanley before joining Diligent Investors. Prior to that he work for 18 years in the transportation industry and as a small business owner.  Jim graduated with honors from the California University in Chico California in 1981 with a Bachelor Degree in Economics and a minor in Business. Jim is married to Susan, a retired school teacher and has a daughter and a son and five grandchildren. He has an interest in donating to organizations that assist children with special needs such as a Painted Turtle, Shiners Hospital for Children and the Scottish Rite Hospital for Children. In his spare time he enjoys playing golf and is an active cyclist. He and his enjoy spending their free time traveling in their RV with their dog and their cat. 

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Beverly Ewing

Director of Client Services

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Beverly Ewing

Phone: 800-798-5713

Email: bewing@diligentinvestorsllc.com

Bev is in her 7th year at Diligent Investors. She is the Assistant to the Advisors, filling out paperwork, opening accounts, communicating with our Service Team and really enjoys interacting with the clients over the phone.

Bev has 3 grown children that are all married and 8 grandchildren, 7 girls and 1 boy. She loves spending time with them, or shopping with her daughters.

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Patty Brandon

Client Service Associate

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Patty Brandon

Phone: 800-798-5713

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Denise Zuniga

Client Service Associate

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Denise Zuniga

Phone: 800-798-5713

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Our Blog

Learn more about the financial industry.

Latest Blog Posts

Advisor Weekly 12/10/2018
Dec 21, 2018 by Diligent Investors, LLC

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Advisor Weekly 12/03/2018
Dec 21, 2018 by Diligent Investors, LLC

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Advisor Weekly 11/26/2018
Dec 21, 2018 by Diligent Investors, LLC

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 800-798-5713

Email: contact@diligentinvestorsllc.com​

132 W. Ramsey St, Banning, CA 92220

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Diligent Investors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Diligent Investors, LLC and its representatives are properly licensed or exempt from Licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Diligent Investors, LLC unless a client service agreement is in place.

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