Frank Deptola & Associates, LLC

CONNECT

Address:

2400 East Katella Suite 800
Anaheim, CA 92806

Phone:

(714) 349-9431

Investment Strategy

 

It’s your money. Do you know who is managing it? Do you know how?

 

Our Investment Process is designed to build a tailored wealth strategy for every one of our clients. It's not guesswork, and one size does not fit all. We employ advanced portfolio research and analysis tools, including Morningstar, to create a risk-adjusted investment strategy for you.  But we don't stop there, and each investment is periodically cross-checked using advanced investment software and adjustments can be made as necessary.

 

Managing your money is serious business.

 

And we're serious about it.

 

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