Frank Deptola, President of Frank Deptola & Associates, LLC, has been recognized as a 2024 Five Star Wealth Manager in Orange County by Five Star Professional. This 2024 Five Star honor marks Frank Deptola's tenth consecutive year of recognition. Data shows that while Five Star considered 2,682 financial advisors, just 140 of those candidates received the honor in Orange County.
Frank Deptola views this standout performance as a hallmark of the “Deptola Difference.”
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.
As in years past, this award will be featured in upcoming editions of the Wall Street Journal, Fortune magazine, Orange Coast magazine, as well as Bloomberg Business Week. For more information on Frank Deptola & Associates, please visit www.deptola.com.
We are honored to have been recognized as a top Five Star Wealth Manager. Thank you to all clients for your continued support!
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.
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.
2014-2024 Five Star Wealth Manager Award, created by Five Star Professional, recognizes advisors based on ten objective criteria. Advisors cannot nominate themselves. The 2024 award was presented in May 2024 based on data gathered within 12 months preceding the issue date. 2,682 advisors were considered, 140 advisors were 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.