Who We Are

Capstone History - Capstone Financial Group has been helping individuals and businesses in the region meet their financial goals since 1989. Our team of professionals have a shared goal of great customer service, creative problem-solving and well-designed financial strategies. Our desire is to help you understand the opportunities and potential rewards of taking a proactive approach to your financial situation.

In today's market there are literally hundreds of financial products from dozens of providers, including insurance, investments, trusts, retirement plans and more. Choosing the proper combination of these products to help meet your financial goals can be a daunting task without the proper professional experience.

As an independent financial services company, Capstone Financial Group can draw from a variety of companies. Our professionals team with you to help define your short- and long-term financial goals, compare those goals to the products and services available in the marketplace, and craft a financial strategy that is right for you.

Our Team


Affiliated Offices

Capstone Accountancy

193 Blue Ravine, #255
Folsom , CA 95630
Phone:  (916) 542-4488
Fax:  (888) 869-7609

Diligence Wealth Management-Liz Daffner

2530 Douglas Blvd, Suite 170
Roseville , CA 95661
Phone:  (916) 905-7526
Fax:  (916) 930-6047