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(925) 551-4978

Diversified Strategy Financial, LLC

Your excellent choice for:

  • Tax Preparation (Personal, Business, Corporations, Partnerships)
  • Tax Planning 
  • ITIN application Services
  • Life Insurance Needs
  • 401-K Rollovers
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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:

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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