Please select and click the year in which you want information from.

 

For our firms most recent information, choose 2019. Thank you!   

 

We host multiple client social and networking events throughout the year. They provide our clients and partners an opportunity to get to know each other more personally in a social setting. We provide a first class experience where attendees are given every opportunity to interact with each other in a fun and laid back atmosphere. We discuss common interests, problems, opportunities, and often make lasting new friendships. We aim to maintain active in our local community, which we do through charity work. We also host seminars and speaking events

If you are a client, or interested in becoming a client, please view our events calendar below. Contact us at 714-349-9431 or by e-mail at: frank.deptola@deptola.com for more information on how you can join us. 

 

2017                 2018                  2019

 

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2019

 

 

 

 

 

 

 

 

 

 

 

 

2018

 

 

May 2018

 

March 2018

 

 

 

 

 

2017

Announcements  |  Events  |  Appearances

 

 

Announcements

             June 2017                      August 2017                September 2017

           January 2017                    February 2017                   March 2017

 

 

 

Events

October 2017

 

 

 

Appearances

 

December 2017

 

 

Frank Deptola Again Named Five Star Wealth Manager for 2018

For the fourth consecutive year, Frank Deptola, founder and Managing Member of Frank Deptola & Associates, LLC., has again been recognized by Five Star Professionals as a 2018 Orange Coast Five Star Wealth Manager - one of the top financial advisers and wealth managers in Orange County, CA.

In 2018, only 144 financial advisers are expected to receive this recognition.  Frank will be recognized in an upcoming issue of Orange Coast Magazine, the largest subscription based publication in affluent Orange County with over 200,000 monthly readers. In addition, his 2018 award will also be recognized in both the Wall Street Journal and Forbes this summer.

Five Star Wealth Manager Award is 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. 2,423 Orange County area wealth managers were considered for the award; 144 (6 percent of candidates) were named 2018 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.

 

STEP OC Agenda Updates

 

I wanted to share with you some recent continuing education that I just completed for my STEP membership. STEP (www.step.org) is a worldwide professional association for those advising families on Estate and Trust planning across generations. STEP members are subject to an extensive Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires confidence, respect and trust of their clients and of the wider community. STEP members are also required to keep up to date with the latest legal, technical and regulatory developments. STEP members help families plan for their futures: from advising family businesses, to helping families protect vulnerable family members. There are over 20,000 STEP members across 95 countires. They include lawyers, accountants, wealth managers, and other trust and estate specialists.

The attached agenda shows the continuing education that I just completed at the Island Hotel in Newport Beach along with other STEP members from around the world. THe depth and breadth of the topics speaks for itself as to the high level of knowledge STEP members are required to have.

If you are not contacting Frank Deptola & Associates, LLC for your wealth management and estate preservation needs, why not?

Frank Deptola Teaches Texas A&M CFP Students

 

Dr. Nathan Harness, Director of Texas A & M's Certified Financial Planning (CFP) Program asked Frank Deptola to come to their campus and teach the final class session for students enrolled in the introductory course of the program. Texas A & M is arguably one of the leading CFP programs in the country. With over 150 students, Texas A & M focuses on teaching students how to build a practice based on excellence, ethics, integrity, leadership and entrepreneurship. Values that Frank Deptola has built his company around and has earned a national reputation in the wealth management field.

During his December 5 visit to their College Station, TX Campus, Frank had the opportunity to have lunch with a group of select senior students, and other faculty and administrators of the program including Cagla Yildirim, Christopher Moore, and Jeanue Izurieta. Ms. Yildirim will soon be starting a financial planning program at New Mexico State University, and Mr. Moore heads the financial readiness program for the Texas A & M military cadets. Ms. Izurieta is the Administrator for the program.

After lunch, Frank taught an academic class that focused on three key areas in support of Dr. Harness' goals. First, the importance for each student to develop a straight forward easy to understand value proposition that shows in a simple three point graph what they do, and how it benefits the client. Second, he reviewed construction of a sample portfolio showing his methods which are based on a sophisticated graduate level understanding of finance and taxation. One that uses the 'best practices' in the industry, modern portfolio theory, and cross-checking against different metrics in an effort to achieve higher and more consistent returns while at the same time taking less risk than a properly selected risk-adjusted benchmark. And finally, he showed a two minute video of Wealth Harbor. Wealth Harbor is Frank Deptola & Associates brand for a client portal that allows them to thoroughly organize and store all their financial affairs, and also see on a daily basis updated values of all of their assets and liabilities.

A number of the students came up after class with specific questions. This was followed by Dr. Harness interviewing Frank with questions designed to bring out fundamental values that made him who he is today. An entire tour of the Texas A & M campus was also given. After seeing the size and scope of Texas A & M, the quality of its students, adn teh high level of commitment to excellence of Dr. Harness and his staff, it is obvious as to why their CFP program is helping set the standards in university based programs.

 

Paso Robles Client Event 2017: