Library & Resources

Here you can find company updates, recent articles, videos, and newsletters published by our team that are designed to provide an objective financial education. Simply click on the blue hyperlinks to view your desired content.

 

2019

July, 2019:

JULY 2019 NEWSLETTER

 

June, 2019:

JUNE 2019 NEWSLETTER    

 

May, 2019:

RECENTLY RELEASED FIVE STAR PROFESSIONAL VIDEO

MAY 2019 NEWSLETTER   

 

April, 2019:

'CHICKEN LITTLE AND TODAYS MARKETPLACE' ARTICLE PUBLISHED BY FRANK DEPTOLA

APRIL 2019 NEWSLETTER

 

March, 2019:

FRANK DEPTOLA NAMED FIVE STAR WEALTH MANAGER FOR 5TH CONSECUTIVE YEAR

 

 

 

 

 

 

 

 

MARCH 2019 NEWSLETTER 

 

February, 2019:

FEBRUARY 2019 NEWSLETTER

 

January, 2019:

JANUARY 2019 NEWSLETTER

 

2018

December, 2018:

DECEMBER 2018 NEWSLETTER

 

November, 2018:

NOVEMBER 2018 NEWSLETTER

 

October, 2018:

WE HELD OUR 6th ANNUAL PASO EVENT WHERE WE SHOED THIS VIDEO FROM PAST EVENTS

 

OCTOBER 2018 NEWSLETTER

 

September, 2018:

SEPTEMBER 2018 NEWSLETTER

 

August, 2018:

AUGUST 2018 NEWSLETTER

 

July, 2018:

JULY 2018 NEWSLETTER

 

June, 2018:

JUNE 2018 NEWSLETTER

 

May, 2018:

 

FRANK DEPTOLA AGAIN NAMED FIVE STAR WEALTH MANAGER FOR 2018 

For the fourth consecutive year, Frank Deptola, founder and President of Frank Deptola & Associates, LLC., has again been recognized by Five Star Professional as a 2018 Orange Coast Five Star Wealth Manager - one of the top financial advisors and wealth mangers in Orange County, CA. 

In 2018, only 144 financial advisers are expected to receive this recognition. Frank will be recognized in an upcoming issue of Orange Coast Magazine, the largest subscription based publication in affluent Orange county with over 200,000 monthly readers, In addition, his 2018 award will also be recognized in both the Wall Street Journal and Forbes this summer. 

*Five Star Wealth Manager Award is 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.

 

MAY 2018 NEWSLETTER

 

April, 2018:

APRIL 2018 NEWSLETTER

 

March, 2018:

MARCH 2018 NEWSLETTER

 

February, 2018:

 

FINANCIAL COSTS OF BEING THE FAMILY CAREGIVER' WHITE PAPER

FEBRUARY 2018 NEWSLETTER

 

January, 2018:

JANUARY 2018 NEWSLETTER

 

2017

 

December, 2017:

FRANK DEPTOLA TEACHES TEXAS A&M CFP STUDENTS 

Dr. Nathan Harness, Director of Texas A & M's Certified Financial Planning (CFP) Program asked Frank Deptola to come to their campus and teach the final class session for students enrolled in the introductory course of the program. Texas A & M is arguably one of the leading CFP programs in the country. With over 150 students, Texas A & M focuses on teaching students how to build a practice based on excellence, ethics, integrity, leadership and entrepreneurship. Values that Frank Deptola has built his company around and has earned a national reputation in the wealth management field.

During his December 5 visit to their College Station, TX Campus, Frank had the opportunity to have lunch with a group of select senior students, and other faculty and administrators of the program including Cagla Yildirim, Christopher Moore, and Jeanue Izurieta. Ms. Yildirim will soon be starting a financial planning program at New Mexico State University, and Mr. Moore heads the financial readiness program for the Texas A & M military cadets. Ms. Izurieta is the Administrator for the program.

After lunch, Frank taught an academic class that focused on three key areas in support of Dr. Harness' goals. First, the importance for each student to develop a straight forward easy to understand value proposition that shows in a simple three point graph what they do, and how it benefits the client. Second, he reviewed construction of a sample portfolio showing his methods which are based on a sophisticated graduate level understanding of finance and taxation. One that uses the 'best practices' in the industry, modern portfolio theory, and cross-checking against different metrics in an effort to achieve higher and more consistent returns while at the same time taking less risk than a properly selected risk-adjusted benchmark. And finally, he showed a two minute video of Wealth Harbor. Wealth Harbor is Frank Deptola & Associates brand for a client portal that allows them to thoroughly organize and store all their financial affairs, and also see on a daily basis updated values of all of their assets and liabilities.

A number of the students came up after class with specific questions. This was followed by Dr. Harness interviewing Frank with questions designed to bring out fundamental values that made him who he is today. An entire tour of the Texas A & M campus was also given. After seeing the size and scope of Texas A & M, the quality of its students, and the high level of commitment to excellence of Dr. Harness and his staff, it is obvious as to why their CFP program is helping set the standards in university based programs.

 

DECEMBER 2017 NEWSLETTER

 

November, 2017:

NOVEMBER 2017 NEWSLETTER

 

October, 2017:

COORDINATING SSI/SSDI BENEFITS FOR DISABLED RELATIVES

Frank Deptola dives into the complex and important discussion of SSI, SSDI, their differences, benefits, and qualifications. With a few very relevant hypothetical case studies included, there is a lot of great information and education to be gained. Feel free to watch it as many times as you wish. Please use the 'Contact Us' tab at the top of the page to reach out for any specific questions, further information or additional resources to go along with this video.  

 

Case Study 1: SSI/SSDI BENEFITS FOR AN ADUALT CHILD WITH AUTISTIC SPECTRUM DISORDER

This case study is from our complete film on SSI/SSDI Benefits. This case study involves the topic of having a child with autism and preparing for their future.

Case Study 2: SSI/SSDI BENEFITS FOR A DAREDEVIL ADULT CHILD & TIPS TO AVOID YOUR OWN FINANCIAL DISASTER

This case study is from our complete film on SSI/SSDI Benefits. This case study involves the topic of having an adult child, with a love for dangerous activities, and an accident that could financially destroy their family.

Case Study 3: SSI/SSDI BENEFITS IF YOUR SPOUSE IS SUDDENLY DIAGNOSED WITH TERMINAL CANCER

This case study is from our complete film on SSI/SSDI Benefits. This case study involves the topic of a terminal illness diagnosis and the steps and response a family may take.

 

September, 2017:

SEPTEMBER 2017 NEWSLETTER 

       

August, 2017:

'ESTABLSIHING A BUDGET' WHITE PAPER 

          

July, 2017:

JULY 2017 NEWSLETTER

            

June, 2017:

DEPTOLA PUBLIC TELEVISIONS 'FRONT PAGE' COMMERCIAL

We had the honor and privilege of participating in 'Front Page', a public television documentary on Financial Empowerment. Here is the commercial from it. For the full short documentary, please refer to the video on our home page or keep scrolling down. Thank you!

 

 

May, 2017:

MAY 2017 NEWSLETTER

 

April, 2017:

APRIL 2017 NEWSLETTER 

 

March, 2017:

DEPTOLA PUBLIC TELEVISIONS 'FRONT PAGE' Documentary Series 

Frank Deptola was selected to participate in Public Television's program, Front Page, as a content expert in an upcoming short-form standalone documentary series on Financial Empowerment. The Financial Empowerment series is aimed at providing objective education on personal finance to public television viewers across the nation. The host of FRONT PAGE is James Earl Jones. The following documentary has been distributed to Public Television stations in all 50 states. Airing of the segment is for unlimited broadcast at each stations' discretion (estimated viewership and reach for one year is 60 million households). The format of the Public Television segment is non-commercial and strictly educational in nature.

 

 

Five star wealth manager award 2017

Five Star Awards in conjunction with Orange Coast Magazine, has again selected Frank Deptola as a Five Star Award* winning Wealth Manager in Orange County for 2017. This is Frank's third consecutive year of being recognized as one of the top wealth managers in this affluent area of Southern California. Five Star also notified Frank that, due to tightening financial regulations, their selection process was much more stringent this year. 

Upon being notified of this recognition, Frank Deptola thanked his clients. "It is humbling to again be recognized for our efforts in serving our clients. Our focus and commitment is to building trusted adviser relationships with them. Our goal is to provide them with the highest quality, "best practice" guidance and advice, and act in their best interests. We are glad to see the tightening regulations attempting to put this same high standard of excellence across our financial industry." 

*Five Star Wealth Manager Award is 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.

 

'FINANCIAL BASICS FOR MILLENNIALS' WHITE PAPER 

'ADJUSTING TO LIFE FINANCIALLY AFTER A DIVORCE' WHITE PAPER 

 

February, 2017:

FEBRUARY 2017 NEWSLETTER

 

January, 2017:

JANUARY 2017 NEWSLETTER  

 

 

For content from earlier years please contact our office. Thank you!