DiversiFi Capital is a virtual-based financial planning and wealth management firm founded in 2015 and headquartered in Los Altos, California. The firm emphasizes financial education, making expert advice accessible and understandable. Their services include comprehensive financial planning, wealth management, and specialized investment strategies like covered calls. Managing approximately $287.6 million in assets across 698 accounts, they serve a diverse clientele with a focus on integrity, trust, empathy, and approachability. With a dedicated team of advisors, DiversiFi Capital aims to guide clients toward long-term financial success through personalized strategies.