FRANK DEPTOLA & ASSOCIATES
www.deptola.comFrank Deptola & Associates is a team of professionals offering fee-based wealth management strategies and retirement plan consultation for individuals, families, and businesses. This communication strictly intended for individuals residing in the states of AZ, CA, CT, GA, ID, IN, MD, MI, NH, NY, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulation and registration requirements regarding investment products and services. Frank Deptola (CA Insurance License # 0F34992) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services offered through Commonwealth Financial Network, member www.finra.org/www.sipc.org, a Registered Investment Adviser. Investments are not FDIC – or NCUA – insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html Five Star Wealth Manager Award based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional. favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2482 Orange County area wealth managers were considered for the award: 137 (6 percent of candidates) were named 2022 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit: www.fivestarprofessional.com
Read moreFrank Deptola & Associates is a team of professionals offering fee-based wealth management strategies and retirement plan consultation for individuals, families, and businesses. This communication strictly intended for individuals residing in the states of AZ, CA, CT, GA, ID, IN, MD, MI, NH, NY, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulation and registration requirements regarding investment products and services. Frank Deptola (CA Insurance License # 0F34992) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services offered through Commonwealth Financial Network, member www.finra.org/www.sipc.org, a Registered Investment Adviser. Investments are not FDIC – or NCUA – insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html Five Star Wealth Manager Award based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional. favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2482 Orange County area wealth managers were considered for the award: 137 (6 percent of candidates) were named 2022 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit: www.fivestarprofessional.com
Read moreCountry
State
California
City (Headquarters)
Anaheim
Employees
1-10
Founded
2012
Estimated Revenue
$1 to $1,000,000
Social
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