Frank Deptola (CA Insurance License #0F34992) is a Registered Representative and Investment Adviser with/and offers securities and advisory services offered through Commonwealth Financial Network, member FINRA (www.finra.org)/SIPC (www.sipc.com), a Registered Investment Adviser. Fixed insurance products and services offered through Frank Deptola & Associates, LLC or CES Insurance Agency.
Five Star Wealth Manager Award 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. 2,320 Orange County area wealth managers were considered for the award; 152 (7 percent of candidates) were named 2020 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.
This communication strictly intended for individuals residing in the states of AZ, CA, GA, ID, IN, MD, NH, NY, PA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.