Skip to main content

Diligent Investors LLC

  • Home
  • About Us 
    • Our Philosophy
    • Our Process
  • What We Do 
    • Our Services
    • Investments
    • Estate and Succession Planning
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Our Clients
  • Our Team
  • Resources 
    • Useful Websites
    • Financial Calculators
  • Contact
  • Form CRS
  • BrokerCheck
  • Client Access

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 help reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

Read More

 

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.

Read More

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.

Home

Our Team

Learn more about our amazing team of professionals.

Photo of team member

Jim Wilson

Managing Partner, Chief Operating Officer, and Financial Advisor

×

Jim Wilson

Phone: 800-798-5713

Email: jwilson@diligentinvestorsllc.com

Jim has been in the wealth management business for over 20 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 from Cal State San Bernardino. Jim is a Managing Partner of Diligent Investors, LLC. He 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. During his spare time, Jim enjoys spending time with his wife, Liana, and their two daughters. He also enjoys reading, working out, and spending time outdoors.

 

Bio
Photo of team member

Henk Fischer

Managing Partner, Chief Compliance Officer, and Financial Advisor

×

Henk Fischer

Phone: 800-798-5713

Email: hfischer@diligentinvestorsllc.com

Henk has been in the wealth management business for the last 24 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 holds the series 7,9,10, 31, and 66 securities licenses, as well as his California Insurance license. As a Financial Advisor and Managing Partner at Diligent Investors, LLC he is actively involved in providing wealth advisory services to both individual and institutional clients - Henk has a Bachelor's degree in Business and Marketing from Brigham Young University. He and his wife Joy Lynne are the parents of five children. Besides spending time with family, he enjoys soccer, hiking, and raquetball.

Bio
Photo of team member

James (Jim) Jebbia

Senior Investment Advisor

×

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. 

Bio

Beverly Ewing

Director of Client Services

×

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.

Bio

Patty Brandon

Client Service Associate

×

Patty Brandon

Phone: 800-798-5713

Bio

Denise Zuniga

Client Service Associate

×

Denise Zuniga

Phone: 800-798-5713

Bio

Our Blog

Learn more about the financial industry.

Latest Blog Posts

Debt and Retirement: Can You Handle Both?
Feb 08, 2023 by Diligent Investors, LLC

Saving enough for retirement while carrying and paying off debts can be an uphill battle. For some pre-retirees, debt repayment is the primary focus over savings, leading them to delay or reduce their retirement lifestyle. But if you’ve been struggling to save, It’s never too late (or early) to take steps to encourage you to get back on track.

Mortgage or Retirement First?

The days of mortgage-burning parties are a thing of the past. It’s estimated that...

Read More
Creating an Investment Philosophy
Feb 08, 2023 by Diligent Investors, LLC

You may have heard investors say that a clear investment philosophy is essential to pursuing long-term financial success. And while investment strategy is important, it’s nothing more than a manifestation of an investment philosophy. Strategies can evolve as life changes, but philosophies are the core beliefs, principles, and practices that guide your decision-making. In times of market uncertainty, a philosophy may enable you to control your emotions, shut out the noise, and bring...

Read More
Managing Emotions and Expectations during Market Uncertainty
Apr 23, 2020 by Diligent Investors, LLC

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you manage your emotions and expectationsduring market uncertainty.

Take some time to relax

When you first open your phone, you might start to freak out. No matter if the market is a...

Read More

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​

1447 Ford St, Suite 200, Redlands, CA 92374

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Investment advisory services are offered through Diligent Investors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offers legal or tax advice.  This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department . Check the background of the investment firm on SEC’s  ADVISER CHECK.

© 2025 Diligent Investors, LLC. All rights reserved.

Website Design For Financial Services Professionals