Diversifi Capital Inc

Nathan Dingler is a CFP® with 14 years of industry experience and has been with DiversiFi Capital LLC since 2015. He holds a Series 66 license and serves as manager of several DiversiFi Ventures private funds and special purpose vehicles. Outside of his advisory role, Dingler is also involved as a licensed real estate referral agent and manages an angel fund partnership through DiversiFi University Ave LLC. DiversiFi Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm sponsors private equity funds and SPVs, employs a variety of analytical methods for investment decisions, and offers specialized services such as managed 401(k) oversight and virtual financial-planning subscriptions.

Raymond Vo is a CFP® and holds a Series 65 license with 10 years of experience in financial advisory. He has been with DiversiFi Capital LLC, formerly Compass Capital Management, since 2015. DiversiFi Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm uses a variety of analytical methods and offers specialized services such as managed 401(k) oversight, tax-exchange fund service, and virtual financial-planning subscriptions.

Jared La Blue is a financial advisor at DiversiFi Capital LLC in Los Altos, CA, holding a Series 65 credential with five years of industry experience. He has worked at DiversiFi Capital LLC and Compass Capital Management Group since 2018 and previously worked at Dragon Financial Group from 2015 to 2018. Jared also had a brief role with theTaxGuySF in 2018. DiversiFi Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm employs a diverse investment approach using documented Investment Policy Statements and combines charting, fundamental, technical, and quantitative analysis with both long- and short-term strategies, and offers specialized services such as managed 401(k) oversight, private equity fund advisory, and virtual financial-planning subscriptions.

Lily Zhang is a Certified Financial Planner® with six years of industry experience, currently serving at DiversiFi Capital LLC in Los Altos, CA. She has been with DiversiFi Capital, formerly Compass Capital Management, since 2018. Prior to her advisory career, she worked in electrical engineering and computer science at the University of California, Berkeley. DiversiFi Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and pooled investment vehicles. The firm employs a combination of charting, fundamental, technical, and quantitative analysis for investment decisions and offers specialized services such as managed 401(k) oversight, tax-exchange funds, and virtual financial-planning subscriptions.

Alfred Au is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has been with DiversiFi Capital LLC since 2018, following roles at Dragon Global Services, LLC and Dragon Financial and Investment Group, LLC. He is a member of Dragon Global Services, a holding company with interests in financial and tax services. DiversiFi Capital LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm employs a variety of investment methods and offers specialized services such as managed 401(k) oversight, tax-exchange fund services, and private equity fund sponsorship.

Thomas Lowish is a CFP® with three years of industry experience, currently serving as an advisor at DiversiFi Capital LLC in Los Altos, CA. He has been with DiversiFi Capital since 2022, following a period as a student and a brief hiatus from the industry. DiversiFi Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm employs a range of investment strategies supported by documented Investment Policy Statements and offers specialized services such as managed 401(k) oversight, private equity fund advisement, and virtual financial-planning subscriptions.

Brandon Kurz is a CFP® with 11 years of industry experience, currently serving as a financial advisor at DiversiFi Capital LLC. He has worked at several firms, including Mercer Advisors and Aldrich Wealth LP. Kurz also receives compensation for assisting clients with life insurance enrollment and real estate purchase support during financial planning meetings. DiversiFi Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm offers a range of services such as private equity fund advising, managed 401(k) oversight, and tiered virtual financial-planning subscriptions, utilizing a variety of investment strategies and sub-advisors.