hero-image

Frank Deptola & Associates, LLC

2400 East Katella Suite 800
Anaheim, CA 92806
Phone:
  • (714) 349-9431

Library & Resources

Educational Films, White Papers & Newsletters

Library & Resources

Announcements, Appearances & Events

Upcoming Appearances, Events & Announcements

Announcements, Appearances & Events

Account Logins

Access to your Accounts

Account Logins

Welcome To Deptola Island

 

 

 

 

We are a nationally recognized* independent fee-based wealth management firm:

  • In 2018, Frank was recognized by both the Wall Street Journal (July 25) and Forbes Magazine (June 30) as being one of top Wealth Managers in the country for four consecutive years with the Five Star Wealth Manager Award**
  • In 2017, participated in National Public Television's 'Front Page' documentary series on Financial Empowerment. This program was broadcast in all 50 states by over 200 public television stations. Our six minute presentation can be seen in our library
  • In 2017, a one minute commercial about our role in the 'Front Page' series was shown on Public Television, FoxNews, CNBC, CNN, and MSNBC. Watch here
  • In 2017, we produced an objective educational video entitled 'Coordination of SSI/SSDI Benefits for Disabled Relatives' aimed at helping families with special needs individuals protect their financial security. This video has been seen by hundreds of people
  • Annually hosting a weekend retreat in Paso Robles, CA during their wine harvest entitled, "Taking Care of Your Financial Well Being." This event attracts upwards of 40 guests from across the country
  • In 2017 (December), guest lecturer at Texas A&M University's Certified Financial Planning Program (CPF), followed by a 2018 (March), guest lecturer at Cal State University's Fullerton's CFP Program.
  • Regularly posting objective educational information on social media, and publishing a monthly newsletter on key financial topics

We are a socially responsible organization and honor our commitment to give back to the communities we serve by annually giving 2% of our net profits to charities. 

 

 

* Nationally recognized as seen on National Public Television

**Five Star Wealth Manager Award based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,423 Orange County area wealth managers were considered for the award; 144 (6 percent of candidates) were named 2018 Five Star Wealth Managers  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck