Frank Deptola & Associates, LLC

CONNECT

Address:

2400 East Katella Suite 800
Anaheim, CA 92806

Phone:

(714) 349-9431

Welcome Aboard

Your journey to the calmer shores of Deptola Island begin here

At Frank Deptola & Associates, LLC, our clients are affluent individuals, families and business owners who are leaders, contributors and volunteers in their communities. We spend each day looking after their financial needs and the financial well-being of their family members, employees, partners, etc. As an accomplished individual, it's likely that you share many of these same qualities and characteristics. So the question becomes:

 

Do you know who is taking care of your money? 

Do you really know the education, background, and experience of your financial advisor? If not, you should. You have spent a lifetime building your wealth. Are you going to entrust it to just anyone? Have you ever asked or verified the credentials of the person you use to manage your money? Do you know the difference between the over 128 designations financial advisors use to convince you of their expertise? Don't be surprised to learn that most of these designations don't mean very much. Although not all professions require college degrees to achieve success, managing your life savings should. Would you want an attorney who has not passed the BAR exam representing you on a divorce, or a surgeon who wasn't board certified operating on you? Likewise you should not trust your wealth to an advisor who has only met basic minimum requirements, often not going farther then getting an online certificate. Many people currently holding a Certified Financial Planning Certificate (CFP), haven't attended or finished college. Some CFP's hold degrees in completely unrelated areas. Only in the last few years, did the CFP board start requiring college educations.

Successfully navigating today's increasingly complex and uncertain financial seas, requires a strong well-educated, experienced, and highly trained captain. More then ever, you need one capable of bringing more sophisticated understanding of complex financial strategies and tactics. Working with the highest quality advisor you can find is important. Being 'good enough' is not the same as being 'the best'. Frank Deptola has completed 5 years of graduate education in Finance, Taxation and Accounting, including earning both an M.S. Taxation and an M.B.A. degree from a nationally ranked program.

Fully utilizing these skills, Frank has a three step commitment to his clients. Through a comprehensive approach, clients can feel confidence that comes with having a clear understanding of their path forward. With individualized guidance, clients feel confident knowing they have an independent advisory team acting in their best interests. Our clients experience the trust and assurance that comes from our personal attention to their needs. All three steps are aimed at building strong long-term working relationships. We are Focused, Intense & Highly Qualified.

Navigating Today's Unchartered Seas

You depend on your advisor to;

  • Understand which opportunities, products, and strategies are available that make the most sense for your portfolio
  • Which ones need to be avoided
  • How to improve your net after tax return
  • And help you get you back on track if you drift off course

At the end of the day you get what you pay for. Access to competent financial advice is a critical factor in pursuing your financial destination.

Our goal is to help you take the stress out of today's financial situation and let you have the opportunity to do the things you're good at, and time to spend your life doing the things you love.

Charting the Right Course for You

At Frank Deptola & Associates we help individuals and families chart a course to help build and protect wealth.

  • Through our comprehensive financial and investment planning process, we chart a unique course for you, based on your needs, assets, time horizon and risk level.
  • Our mission is to deliver a superior wealth management experience with a commitment to doing business right – more importantly – doing right by all of our clients, and honoring the trust they have put in us.
    • Through our comprehensive approach to completing in-depth discovery, we uncover truly what is important to you financially, what your goals and needs are. We tailor our strategy to help address both your short term and long term goals.
    • Our tailored individualized guidance uses sophisticated expertise in taxation, investment selection and management, proper insurance strategies, and the best practices in estate planning. You will be confident knowing you have an entire team focused on your best interests.
    • We will always provide you with concierge-level personal attention, including proactively reviewing your accounts to keep you on track. We are focused on building long-term working relationships with each client.

 

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