Frank Deptola
M.S. Taxation | M.B.A.

Focused, Intense, and Highly Qualified

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

• Facilitating and growing a company culture based on transparency and acting in the best interests of clients

• Paying employees a regular monthly salary instead of forcing them to sell commission-based products to make a living. This compensation system minimizes potential conflicts of interest between employees and clients, and facilitates Frank's desire to build long term objective advisory relationships

• Building a sustainable, profitable, continuously growing professional organization based upon fundamental values that do not change over time: integrity; innovation; honesty; truthfulness; and trust

• Hiring only highly qualified, intellectually curious employees that are continually developed and trained to be on the leading edge of the financial industry. This helps ensure and support the firm's growth and sustainability.

As a result, Frank has developed a loyal client following, a highly trained professional staff, a relationship with a Broker/Dealer that is focused on helping his clients, and an increasingly larger referral-based business. His investment solutions are based on objective analysis and personally tailored to meet the needs and goals of each client.

 

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:

• An M.B.A. degree from the University of Southern California's Marshall School of Business 

•  An M.S. Taxation degree from the Mihaylo Graduate School of Business, at Cal State Fullerton

• Completed 11 graduate credits in the Middle Management Program at UCI's Graduate School of Administration. He was sent to this program by Martin Marietta Aluminum and was named “Most Outstanding Participant” by the faculty 

• Completed additional work at Lehigh University's M.B.A. Graduate School of Business

• Taught a graduate course in Finance at Cal State Fullerton on Annuities and Life & Health Insurance

 

Experience and Guidance

Frank also adds a wealth of knowledge and business experience to the management of the firm. For 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. Along the way, he was exposed to leading edge upper management training. He sold hundreds of millions of pounds of primary aluminum, flat rolled aluminum products and technology around the world 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

• ASPCA – American Society for the Prevention of Cruelty to Animals

• Wine – its culture, history, and the wine making process. He belongs to two CA wine associations.

• Traveling and experiencing new cultures

• Visiting National Parks with his son and family

• Working with the families of special needs children and adults 

• Leading a balanced life, including daily physical fitness and nurturing relationships with family and friends

• Supporting professional women and students in the toy industry 

• USC Football and USC's EMBA and Orange County Alumni Associations 

• Pitt Football - lifetime member of Pitt Alumni Association 

• Supporting Foster Children's attendance at weekend summer camps

• Past member of Orange County Football Officials Association 

• Past Board Member of “WE GIVE THANKS.” A charitable organization that annually feeds 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 & Associates, LLC and Commonwealth do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.