Outstanding Achievement Exemplifies "The Deptola Difference"
ANAHEIM, CA (December 20, 2022) Financial Advisor Frank Deptola with Frank Deptola & Associates, LLC, has been recognized as a 2023 Five Star Wealth Manager in Orange County by Five Star Professional. In addition to his role as a Wealth Manager, Deptola is also the founder and President of Frank Deptola & Associates, LLC, a fee-based fiduciary firm headquartered in Anaheim, California.
This 2023 Five Star honor marks Frank Deptola's ninth consecutive year of recognition. "This is a very unusual occurrence, and Frank is in rare company," says Chrissy Mattson of Five Star. "Perhaps 15 people have won this award nine consecutive times in Orange County."
Deptola has completed 36 graduate courses, earning over 100 graduate credit hours in taxation, finance, accounting, and business from nationally ranked programs. Frank possesses an M.B.A. degree from the University of Southern California's Marshall School of Business, and an M.S. Taxation degree from the Mihaylo Graduate School of Business, at Cal State Fullerton.
Data shows that while Five Star considered 3,629 financial advisors, just 155 of those candidates are projected to receive the honor nationwide. Frank Deptola views this standout performance as a hallmark of the Deptola Difference. "At Frank Deptola & Associates, we exceed industry standards because we strive to make our practice the benchmark against which all other firms are measured. We believe that in chasing perfection, we move toward a higher standard of excellence, and our clients benefit from this philosophy every day."
As in years past, this award will be featured in upcoming editions of both the Wall Street Journal and Fortune magazine, as well as Orange Coast magazine. For more information on Frank Deptola & Associates, please visit www.deptola.com.
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About the Five Star Wealth Manager Award:
Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy ten objective eligibility and evaluation criteria. Award winners cannot pay a fee to be included in the research or the final list of award recipients.
To read the Five Star Wealth Manager Award Program Summary and Research Methodology, visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf.
2015-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in December 2022 based on data gathered within 12 months preceding the issue date. 2,576 advisors were considered, a projected 165 advisors will be recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
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About Frank Deptola & Associates
Frank Deptola & Associates offers fee-based wealth management strategies and retirement plan consultation for individuals, families, and businesses at both a local and national level. The firm, which seeks to provide a sophisticated financial analysis for clients on a wide array of investment products and services aimed at building and protecting their wealth, was founded by Frank Deptola in 2012.
The "Deptola Difference" is defined by three fundamental principles: offering a comprehensive financial approach for clients, providing them with individualized guidance, and delivering hands-on, personalized service.
Media Contact:
Brian Baldwin
brian.baldwin@deptola.com
Frank Deptola & Associates
+1 714-349-9431
www.deptola.com |
