Affinity Financial exists specifically to help our clients live more fulfilling lives. This is done by forming a partnership between client and advisor in which we explore the aspirations and desires that are most important for our client’s personal vision. We aim to give back time, offer our experience, and relieve the stress that comes with financial decisions—ultimately allowing that energy to go back to the parts of the client’s life that are most significant, their affinities.
In order to facilitate our mission, Affinity Financial offers a suite of wealth management services. When combined, these services promote a holistic financial plan that helps clients identify, achieve, and maintain their desired lifestyle.
Our approach to this professional role is personal and tailored to each individual client. The commitments we make are deep, the relationships created are long-lasting, and we accept these responsibilities with great duty and awareness. For these reasons, we focus on quality relationships, rather than quantity.
Affinity Financial embraces the human elements of relationships. We operate at the intersection of life and money, and focus on supporting clients as they prepare for, and navigate through, life’s many transitions. The greatest value we bring is aligning their means with their meaning.
Derek Pantele is an Investment Advisor Representative with Dynamic Wealth Advisors dba Affinity Financial. All investment advisory services are offered through Dynamic Wealth Advisors.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Orange, California 92865, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://affinity.financial
- Keywords
- financial planning, wealth management, asset management, cash flow planning, debt management, estate planning, risk management, tax planning, workplace solutions, equity compensation, stock options.
- HQ
- Orange, California
Affinity Financial Questions
Affinity Financial's website is https://affinity.financial
Affinity Financial's LinkedIn profile is https://www.linkedin.com/company/affinityfncl
Affinity Financial has
3 employees.
View email and phone details for 3
employees at Affinity Financial.
Affinity Financial's industry is
Financial Services
Affinity Financial's top competitors are
Affiniti,
Msci Inc.,
Affinity Financial Awareness,
Sfe Research,
Jefferies,
Tellone Financial Services, Inc.,
Lyft,
Affinity Financial Services Inc.,
Elevate Planners,
Cfa Society Orange County (Cfaoc).
Affinity Financial's categories are Financial Services
Affinity Financial's founding year is 2020
