Asset Management

We know that you work hard to earn your money. You spend your valuable time and energy. But is your money working hard for you?

A Balanced Approach

No matter how much money you have in your investment portfolio, it is important to ensure that every dollar is optimized and in alignment with your goals, risk tolerance and financial priorities. With knowledge from experience and education, we aim to sort out the “news” from the “noise” when making investment decisions to promote long-term asset growth and protection.

Do you have a disciplined investment approach to managing your money?
Are you unsure of the best way to get started with investing, and how to stick through volatility?
Could you gain back valuable time, focus, and energy with an advisor-managed account constructed with complementary investments?
Would it be helpful to have direct access to a professional wealth advisor that specializes in portfolio management and understands your specific investment needs?

What is our Investment Philosophy?

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Serving clients nation-wide from Orange, CA

The material on the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit, and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for the information, services, or products found on websites linked hereto. | Derek Pantele is an investment advisor representative of Dynamic Wealth Advisors dba Affinity Financial. All investment advisory services are offered through Dynamic Wealth Advisors. The tax preparation services offered by Derek Pantele are considered an outside business activity for Mr. Pantele and are not offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/ by searching under crd #151367. You can contact us if you would like to receive a copy. | Affinity Financial provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Affinity Financial is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from the use of those websites. | Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.