Derek Pantele, Cfp, Cfa

Derek Pantele, Cfp, Cfa Email and Phone Number

CEO and Founder @ Affinity Financial
Orange, CA, US
Derek Pantele, Cfp, Cfa's Location
Orange, California, United States, United States
About Derek Pantele, Cfp, Cfa

Mr. Derek Pantele is in business as a financial professional to assist individuals and families in reaching their most valued goals and to develop trusted partnerships in the pursuit of enriching lives through financial confidence. His ideal clients are those looking for a financial advisor partnership, that are serious about making smart decisions with their money, committed to implementing a written financial strategy, those that realize that financial planning is about quality of life, and that respect him and his team. In order to enrich the lives of his clients and contribute to their success, Mr. Pantele sees his role as a source of sound wealth counsel and management to relieve stress, allow clients to focus on what is most important to them, and guide them toward their personal financial goals and long-term prosperity. For his friends, family, and clients, Derek wishes to assist in providing purposeful, values-based lives, and financial security. For himself, he wishes to make a positive contribution to society with a lasting impact.    Derek utilizes client-focused interaction about the intersection of money and life. This approach incorporates thorough exploration of individual values that shape unique needs and desires, thus truly connecting a client’s deepest dreams and aspirations with the development of financial strategies. Mr. Pantele believes that extraordinary service comes from advisors that act as role-models by exhibiting humility, compassion, genuineness, and passion for service. He is committed to providing this high level of service, thus rewarding clients with an attentive, reliable, and results-oriented product that they deserve. Derek is currently looking to develop strong relationships built to last for the next 20 to 50 years.Derek Pantele is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.

Derek Pantele, Cfp, Cfa's Current Company Details
Affinity Financial

Affinity Financial

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CEO and Founder
Orange, CA, US
Employees:
3
Derek Pantele, Cfp, Cfa Work Experience Details
  • Affinity Financial
    Ceo And Founder
    Affinity Financial
    Orange, Ca, Us
  • Affinity Financial
    Ceo & Founder
    Affinity Financial Jul 2020 - Present
    Orange, California, Us
    Derek Pantele, the CEO and Founder of Affinity Financial, is an investment professional who has dedicated his career to helping enhance the financial and personal wellbeing of others. In order to help enrich the lives of clients and contribute to their success, Mr. Pantele aims to help relieve stress, assist clients in focusing on what is most important, and provides guidance toward their personal financial goals and long-term prosperity.Derek has amassed a well-rounded resume of wealth management professional duties, including:• Financial Advisor – Providing personal financial counsel to individuals and couples regarding investments, financial planning, insurance, estate planning, and tax planning.• Portfolio Manager – Building diversified and long-term focused investment portfolios using active asset management strategies.• Tax Preparer – Maintaining awareness of regular tax legislation updates to best leverage tax saving strategies and help individuals and businesses keep their resources best working for them.• Chief Compliance Officer – Working with a management team to instill a culture of compliance, nurturing an environment where employees and associates understand the value of honesty and integrity and involving outside experts to ensure compliance is attained.• CEO & Founder – Fostering a client-centered and full wealth management experience to give back time, offer experience, and relieve stress that comes with financial decisions.This Wealth Advisor skill base helps promote a 360-degree view of value creation for clients’ wealth management needs.
  • Cfa Society Orange County (Cfaoc)
    Director, Board Of Directors
    Cfa Society Orange County (Cfaoc) Jul 2017 - Present
    Newport Beach, Ca, Us
    • Past President (July 2023 - Present)• President (July 2021 - June 2023)• Vice President (July 2019 - June 2021)• Director - Public Relations & Advocacy (July 2017 - June 2019)• Grader - CFA Institute Research Challenge (February 2014 - March 2018)• Chairperson - Advocacy (November 2015 - June 2017)• Chairperson - Host-A-Student Program (June 2014 - June 2016)
  • Tellone Financial Services, Inc.
    Director
    Tellone Financial Services, Inc. Aug 2007 - Jul 2020
    Anaheim Hills, Ca, Us
    From August 2007 to July 2020, Mr. Derek Pantele was with Tellone Financial Services, Inc. and Tellone Management Group, Inc., the RIA subsidiary of Tellone Financial Services, Inc. and wealth management firm with over $400 million in Assets Under Management (AUM). The local companies assist clients in all aspects of wealth accumulation and protection, and provide expertise in the areas financial, tax and estate planning, in addition to asset management. The company's goal is to grow and manage their clients’ wealth to ensure they are able to live their ideal life. Mr. Pantele was one of three advisors and a key member of the investment committee.He led investment research and analysis, made investment decisions as part of a three-member team, and worked directly with clients as a financial advisor. Mr. Pantele led major firm initiatives, such as technology upgrades and implementation in the areas of portfolio management and reporting, rebalancing, and compliance.
  • Equilar, Inc
    Research Analyst
    Equilar, Inc Feb 2007 - May 2007
    Redwood City, Ca, Us
    Analyzed and reviewed SEC filings to support award-winning compensation database products. Contributed to research project teams to develop customized solutions for client questions in the areas of executive compensation, benefits, and corporate governance.

Derek Pantele, Cfp, Cfa Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Economics
  • College For Financial Planning
    College For Financial Planning
    Certified Financial Planner Professional Education Program

Frequently Asked Questions about Derek Pantele, Cfp, Cfa

What company does Derek Pantele, Cfp, Cfa work for?

Derek Pantele, Cfp, Cfa works for Affinity Financial

What is Derek Pantele, Cfp, Cfa's role at the current company?

Derek Pantele, Cfp, Cfa's current role is CEO and Founder.

What schools did Derek Pantele, Cfp, Cfa attend?

Derek Pantele, Cfp, Cfa attended University Of California, Berkeley, College For Financial Planning.

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