Frank Deptola & Associates, LLC

CONNECT

Address:

2400 East Katella Suite 800
Anaheim, CA 92806

Phone:

(714) 349-9431

Meet Your Captain

Frank Deptola
MS Taxation | MBA

 

Focused, Intense, and Highly Qualified

Frank is the founder and President of Frank Deptola & Associates, LLC. Frank firmly believes in establishing quality long term, mutually beneficial relationships with clients.

Frank believes in:

  • Building a culture based on acting in our client's "best interest"
  • Using a compensation system that is not based on 'sales quotas', but instead focused on serving the client
  • This approach facilitates us becoming an objective adviser and puts us "on the same side of the table" as the client with a mutual desire to help make their portfolio grow
  • Building a professional organization based on fundamental values like integrity, honesty, truthfulness, transparency, and trust
  • Continuing development and training of employees

As a result of this approach, Frank has developed a loyal client following and an increasingly larger referral-based business.

 

Emphasis on Education

Frank has completed 36 graduate courses, earning over 100 graduate credit hours, in taxation, finance, accounting and business from nationally ranked programs at some of our nation's top universities. He has:

  • Earned both an MBA degree from the University of Southern California's Marshall School of Business, and an MS Taxation degree from the Mihaylo Graduate School of Business, at Cal State Fullerton.
  • Completed the Middle Management Program at UCI's Graduate School of Administration. He was sent to this program by Martin Marrietta Aluminum and upon graduation was named “Most Outstanding Participant” by the faculty.
  • He has completed additional work at Lehigh University's Graduate School of Business, and taught a graduate course in Finance at Cal State Fullerton on Annuties, Life & Health Insurance. Students taking this course were studying for the MS Accounting, MS Taxation or MBA degrees.

Experience and Guidance

In addition to his formal education, Frank adds a wealth of knowledge and business experience. Over 35 years, Frank worked his way up through increasing responsible sales, sales management, and general management positions at large aluminum companies and related industries. He has sold hundreds of millions of pounds of primary aluminum, flat rolled aluminum products and technology around the world. This success was driven by developing long term relationships with the owners and upper management of these clients. He appreciates and understands that no two people or situations are alike. His investment solutions are personally tailored to meet the needs and goals of each client.

 

Special Interests

 

  • Working with the families of special needs children and adults
  • Leading a balanced life, with daily physical fitness
  • Supporting professional women and students in the toy industry
  • USC Football and USC's EMBA and Orange County Alumni Associations
  • Pitt Football and lifetime member of Pitt Alumni Association
  • Supporting Foster Children's attendance at weekend summer camps
  • Past member of OC Football Officials Association
  • Past Board Member of “WE GIVE THANKS.” A charitable organization that fed thousands of homeless and hungry people at Thanksgiving
  • Past Board Member, UCI Child Development Center, a recognized regional center for the treatment of children with ADHD
  • Past official of charitable football games at Camp Pendleton in support of wounded Marine veterans

*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.

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