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Diversified Strategy Financial, LLC

Your choice for Financial Services

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Services Include:

Our Services Include:

  • Tax Planning & Preparation 1040, 1120, 1120S, 1065
  • Bookkeeping and Payroll Services
  • Business Formation Consulting
  • Individual Tax Identification Number application assistance

WE HELP PEOPLE MAXIMIZE THEIR ASSETS AND MINIMIZE TAXES.

ROLLY BANTUGAN, EA
Enrolled Agent (Admitted to practice before the IRS)
IRS Certifying Acceptance Agent (ITIN Application)
Covered CA Certified Insurance Agent

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Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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