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Frank Deptola & Associates, LLC

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

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Welcome To Deptola Island 
Wealth Management & Investment Strategies

ARE YOU . . . 

Thinking about retiring?

Wondering what your investment options are?

Looking for an advisor with a background in taxation?

Wanting personalized attention and high custom service where you don't have to call an 800 number or wait on long holds?

Seeking help with your long-term financial plan?

In need of 24/7 online access to all your financial accounts in one user friendly spot?

 

IF SO, WE ARE HERE TO HELP. 

We are a nationally recognized* independent fee-based wealth management firm that works with affluent individuals, businesses, and families. We provide proactively managed, customized portfolios designed to protect and build wealth in the good times and the bad times. We always aim to provide a high level of personalized service, personalized advice to help you meet your specific needs, and education on all your options. This approach helps provide our clients with the confidence in a long-term plan, a personalized experience with an advisor who has your back, and the ability to make fully informed financial decisions. Call us today at (714) 349-9431 or email us at frank.deptola@deptola.com to set up an appointment. 

 

RECENT ACCOMPLISHMENTS & QUALIFICATIONS:

  • In 2019, Frank was awarded with the Five Star Wealth Manager Award for the 5th consecutive year**
  • In 2018, Frank was recognized by both The Wall Street Journal (July 25) and Forbes Magazine (June 30) as being one of the top Wealth Managers in the country for four consecutive years with the Five Star Wealth Manager Award
  • In 2018, we hosted our 6th annual weekend retreat in Paso Robles, CA during their wine harvest entitled, "Taking Care of Your Financial Well Being" which attracts upwards of 40 guests from across the country
  • In 2018 (March), Frank lectured at Cal State University Fullerton's Certified Financial Planning Program (CFP) 
  • In 2017, we participated in National Public Television's 'Front Page' documentary series on Financial Empowerment, which was broadcast in all 50 states by over 200 public television stations
  • In 2017, a one minute commercial about our role in the 'Front Page' series was shown on Public Television, Fox News, CNBC, CNN, and MSNBC
  • 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
  • In 2017 (December), Frank lectured at Texas A&M University's Certified Financial Planning Program (CFP)

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. 2,469 Orange county area wealth managers were considered for the award; 187 (8 percent of candidates) were named 2019 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