Financial Advisor in Orange, California

Searching for an experienced financial advisor in the City of Orange, CA?

Proudly based in Orange County, Affinity Financial uplifts people like you with wealth management and whole-financial-health solutions.

Your Orange County neighbors come to us seeking guidance and a path forward that prioritizes their affinities now and into the future! We help them identify the challenges, talk through the options, and provide a strategic plan forward that is well balanced to the individual.

Our CEO and Founder, Derek Pantele proudly serves as the President for CFA Society Orange County (CFAOC), an organization that advocates for continuing education and ethical practices for professional excellence in the growing Orange County investment community. He has dedicated Affinity Financial to enhance the financial and economic wellbeing of residents of Orange as well as Anaheim and the surrounding area. To help enrich the lives of clients and contribute to their success, Pantele aims to help relieve stress, assist clients in focusing on what is most important, and provide guidance toward their personal financial goals and long-term prosperity.

Like the clear waters of our Californian beaches, we strive to make the path forward clear and transparent to help our clients reach their financial goals with honest and objective advice. We help you create a holistic financial plan that will help set you up for personalized success and maintain a higher standard of living.

At Affinity Financial, we positively integrate the capabilities of our experienced professionals to deliver the highest level of financial planning and wealth management to the people of Orange County.

Affinity Financial offers flexible plans for our busy working professionals who wish to expand their riches and career. We equip our clients with a broad understanding of financial planning standards and practices so they can achieve long-term economic stability. We call this the AgileLifepath™ — Financial Planning for Working Professionals.

For those who are ready to retire or are actively managing their retirement assets, Affinity Financial has a dedicated plan, RetireMint™ — Financial Freedom for Your Golden Years. Your advisor will walk you through investment opportunities and tax strategies to maximize your assets and make the most out of your retirement!

If you are a resident of Orange County and you want to make sure your assets will pass on to your heirs, Affinity Financial can help you formulate a personalized estate plan. Our aim is to make sure that your legacy will be passed on to appropriate people and purposes that leave an intergenerational positive impact, even during emotionally difficult times. 

Whatever stage of life you are in, Affinity Financial is your trusted financial partner. We care deeply about your financial future, security, and ability to make provision for what you value most—your affinities!

orange infographic

Book a free 15-minute introductory call now to get started. Call: 714-450-6697

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy