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Derek Pantele, Cfp, Cfa Email & Phone Number
CEO and Founder
at
Affinity Financial
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
CEO and Founder
Location
Orange, California, United States
Company size
Who is Derek Pantele, Cfp, Cfa? Overview
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Quick answer
Derek Pantele, Cfp, Cfa is listed as CEO and Founder at Affinity Financial, a company with 3 employees, based in Orange, California, United States. AeroLeads shows a matched LinkedIn profile for Derek Pantele, Cfp, Cfa.
Derek Pantele, Cfp, Cfa previously worked as CEO & Founder at Affinity Financial and Director, Board of Directors at Cfa Society Orange County (Cfaoc). Derek Pantele, Cfp, Cfa holds Bachelor Of Arts, Economics from University Of California, Berkeley.
Company email context
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Affinity Financial
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Profile bio
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.
Current workplace
Derek Pantele, Cfp, Cfa's current company
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Affinity Financial
5 roles
Derek Pantele, Cfp, Cfa work experience
A career timeline built from the work history available for this profile.
Ceo & Founder
Current- 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.
- 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.
- 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.
Jul 2020 - Present
Director, Board Of Directors
Current- 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)
Jul 2017 - Present
Director
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.
Aug 2007 - Jul 2020
Research Analyst
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.
Feb 2007 - May 2007
2 education records
Derek Pantele, Cfp, Cfa education
Bachelor Of Arts, Economics
University Of California, Berkeley
Certified Financial Planner Professional Education Program
College For Financial Planning
FAQ
Frequently asked questions about Derek Pantele, Cfp, Cfa
Quick answers generated from the profile data available on this page.
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 Affinity Financial?
Derek Pantele, Cfp, Cfa is listed as CEO and Founder at Affinity Financial.
Where is Derek Pantele, Cfp, Cfa based?
Derek Pantele, Cfp, Cfa is based in Orange, California, United States while working with Affinity Financial.
What companies has Derek Pantele, Cfp, Cfa worked for?
Derek Pantele, Cfp, Cfa has worked for Affinity Financial, Cfa Society Orange County (Cfaoc), Tellone Financial Services, Inc., and Equilar, Inc.
How can I contact Derek Pantele, Cfp, Cfa?
You can use AeroLeads to view verified contact signals for Derek Pantele, Cfp, Cfa at Affinity Financial, including work email, phone, and LinkedIn data when available.
What schools did Derek Pantele, Cfp, Cfa attend?
Derek Pantele, Cfp, Cfa holds Bachelor Of Arts, Economics from University Of California, Berkeley.
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