Meet The Team

The quality of our team speaks for itself.

Our goals include being consistently recognized as an exemplary firm by all of our clients, employees, vendors, and Broker/Dealer. Our most important goal is building long-term relationships and putting the best interests of our clients first. In this manner, we continue to foster consistent growth, sustainability, and profitability.

Each employee is a highly trained professional. Our employees are managed against specific measurable written goals and objectives aimed at obtaining exceptional achievement. Our staff undergoes regular training and development, using both in-house and outside training resources. Each employee goes through a building block training module designed to develop the depth and breadth of their knowledge and skills. Training that builds on itself year after year and consistently makes us better. 

We look forward to serving you. 

Frank Deptola: President

Frank Deptola founded Frank Deptola & Associates in May 2012 after years of being a successful Investment Adviser Representative with larger firms. Prior to that he held increasing responsible sales, sales management, regional management, and general management positions in the primary aluminum and related industries. His educational background is extensive and specifically related to taxation, finance, accounting, and business management issues. He has built a strong foundation for his quickly growing firm. With a business model focused on serving the client, a significant part of this growth has come from referrals by existing clients. Frank recognizes and appreciates the responsibility that comes with building trust bond relationships. He is relentless in his quest to provide the highest quality wealth management experience and optimal service for each client.  

 

 

Jeff Deptola: Principal 

Jeff Deptola is Frank's only child. He received a small passive ownership interest in Frank Deptola & Associates, LLC as part of a long-term succession plan for our business. Jeff was born in Hinsdale, Ill, and has lived in Potomac, MD., San Diego, and Orange County. He was the starting pulling guard on Mater Dei High School's football team and played with some of the top athletes in California. He was named "Most Improved Offensive Player" in his senior year and earned a Division 1 college football scholarship. Jeff was a member of their varsity wrestling and track teams. He was named to Mater Dei's "Top 40 Most Improved G.P.A." students in his senior year. He has a B.S. in business, with a concentration in finance, from Cal State Fullerton. Jeff is still active in high school athletics as a referee of football, lacrosse, and basketball over the last 14 years. 

 

Brian Baldwin: Manager of Client Service & Administration

Brian Baldwin recently celebrated his 5th anniversary with Frank Deptola & Associates in January 2019. His consistent dedication to his job, and attention to details, has earned him the respect of our clients and a promotion, in May 2019, to Manager of Client Service & Administration. He is responsible for overseeing the client onboarding process, ongoing administrative support, training of new staff, special event planning, and compliance. A graduate of the University of Southern California, Brian aims to offer the highest level of professional service and personal attention to each of our clients. He has participated in our ongoing annual training and development program. He has completed advanced training in Wealth Harbor, our leading-edge financial software. Wealth Harbor allows our clients to view, organize, and control their financial life from one secure place on a 24/7 basis.

Brian is a Southern California native and an avid professional sports fan who enjoys attending LA Dodgers games, USC Football, playing golf, and snowboarding.

 

Antonia Lipovac: Financial Advisor Associate

Antonia Lipovac joined Frank Deptola & Associates in August 2018. She holds a business degree from the Mihaylo College of Business and Economics from Cal State Fullerton (CSUF) with a concentration in finance. She also holds the Series 7, Series 66, and CA Life and Health Insurance Licenses. She has completed all of the required coursework for the Certified Financial Planning (CFP) certificate while at CSUF. Antonia is now in a two year "apprenticeship" program, designed to develop her into a successful Investment Adviser Representative. Antonia is also responsbile for the ongoing management and development of our website and social media. She is committed to forming long term relationships with clients by providing ongoing professional service and acting in their best interests. 

Antonia comes from a Croatian background and enjoys spending time outdoors with her family and friends. She also devotes her time to helping local communities by volunteering with children at the Anaheim Family YMCA as a gymnastics instructor.

 

 

Margaret Young: Bookkeeper

Margaret "Margie" Young is our bookkeeper. She is responsible for the monthly updating of our financial statements. Over the last four years, with Frank's input, they have developed and fine-tuned a meaningful managerial accounting system that provides excellent visibility into the specifics of our company's revenue, costs, and expenses. This helps us with situational analysis, problem solving, and decision making. As such, she has become an integral member of our team. She is a graduate of Cal State Fullerton, with a B.S. in business and an emphasis in accounting. She is an Ernst & Young Alumni and a California native.

She loves to spend time with family and friends and is active in her church. Her hobbies include traveling, anything related to country music, Disneyland, and spending time with her dogs, Boo & Roxy. 

 

 

 

*Frank Deptola & Assocciates, LLC and Commonwealth do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.