Derek Pantele, CFP, CFA
CEO & Founder at Affinity Financial- Claim this Profile
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Bio
Credentials
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CFA Institute Professional Learning Program 10-Year Milestone Badge
CFA InstituteJan, 2022- Sep, 2024 -
CFA Institute Continuing Education Program 5-Year Milestone
CFA InstituteJun, 2017- Sep, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteSep, 2012- Sep, 2024 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardAug, 2010- Sep, 2024
Experience
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Affinity Financial
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United States
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Financial Services
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1 - 100 Employee
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CEO & Founder
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Jul 2020 - Present
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. Show less
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CFA Society Orange County (CFAOC)
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United States
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Financial Services
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Director, Board of Directors
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Jul 2017 - Present
• President (July 2021 - Present) • 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) • President (July 2021 - Present) • 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)
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Tellone Financial Services, Inc.
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United States
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Investment Management
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1 - 100 Employee
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Director
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Aug 2007 - Jul 2020
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. Show less
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Equilar, Inc
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Research Analyst
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Feb 2007 - May 2007
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. 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.
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Education
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2003 - 2007
University of California, Berkeley
Bachelor of Arts, Economics -
2008 - 2010
College for Financial Planning
Certified Financial Planner Professional Education Program
Community
