Hi, Welcome to Affinity Financial

We’ll introduce ourselves in a moment. But first, let’s talk about you.

Allow us to make a few guesses about you:

  • You think a lot about the future
  • And believe true wealth is everything money can’t buy
  • You envision a life of abundance for yourself or your family
  • And want the security to enjoy life’s precious moments along the way
  • You have financial decisions to make
  • And want to surround yourself with supportive people

If any of these resonate with you…

That’s What Affinity Financial Is All About

Whether you’re accelerating your career, planning to retire, cashing in on equity, or chasing your entrepreneurial dreams…

Our mission is to help you break down financial choices into a personal plan to grow your wealth, free up your time, and build a future that LIGHTS YOU UP.

So if you’re ready for your next chapter, and want a financial professional to guide you through the exciting journey ahead…

Start Your Next Chapter and Pursue Exciting Financial Goals

Click below and schedule a complimentary consultation

Book A Call

Meet Derek Pantele, CFP®, CFA

CEO & FOUNDER

I started Affinity Financial in July 2020 after working for 13 years for a large financial firm. The experience gave me a 360-degree view into all things wealth management.

I believe your finances are personal. Working with a financial planner should help you feel comfortable and excited about the future you’re working toward.

I started an independent firm so I could work with a limited number of clients, and embrace my role as a trusted professional partner.

Deeper, higher quality relationships help me understand the nuance of your unique situation so I can help fulfill your aspirations one-on-one.

Outside of finance, I enjoy travel, photography, and strolling through local botanical gardens with my wife and son.

If you want to know your best next steps, I’d love to hear your story.
Book a call with Derek

What our clients say about working with Derek

“Derek’s on top of everything. He supports our efforts and is another set of eyes and ears on all we do. He puts our minds at ease.”

– Affinity Financial Client

Disclaimer: This is an unpaid solicited client testimonial. The client, Noah, has had a financial relationship with Derek Pantele for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.

“Derek has an amazing attention to detail — he remembers almost everything we talk about. It’s very collaborative, working with him…. He is awesome. He’ll organize your life and you won’t have to think about all the little things, he’ll proactively let you know what you need to do and when. It’s kind of amazing to work with someone who has your back, and has everything on schedule.”

– Affinity Financial Client

Disclaimer: This is an unpaid solicited client testimonial. The client, Betty, has had a financial relationship with Derek Pantele for over 3 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.

“Derek is generous with his time. I feel like he’s a good listener, and he has my best interests in mind.”

– Affinity Financial Client

Disclaimer: This is an unpaid solicited client testimonial. The client, Sarah, has had a financial relationship with Derek Pantele for over 3 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.

Want to Map Your Finances to a Vision of Your Future?

It all starts with a quick conversation with Derek, our Founder and CEO
Book a call with Derek

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