Meet The Team
Our People Make All The Difference!
Derek S. Pantele, CFP®, CFA
CEO & FOUNDER
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.
As a financial professional with a commitment to the highest standards of ethical behavior, he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, completing all requirements in August 2010.
Additionally, Mr. Pantele has demonstrated proficiency in many of the skills needed for investment analysis and decision making in today’s quickly evolving global financial industry by earning the Chartered Financial Analyst (CFA®) designation in September of 2012.
Since proudly graduating from the University of California, Berkeley in 2007 with a bachelor’s degree in Economics, 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.
- Chief Compliance Officer – Working with a management team to instill a culture of compliance with industry rules and regulations, 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.
Derek also 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 is also a member of the Financial Planning Association® (FPA®) of Orange County.
Outside of finance, Derek enjoys capturing moments in time with photography, strolling through local botanical gardens with his wife, and pursuing domestic and international travel adventures.
Dynamic Wealth Advisors
INVESTMENT ADVISORY SERVICES
Dynamic provides operational and technological support so that Affinity Financial can focus on overseeing client investments and financial planning. Dynamic also oversees Affinity Financial from a compliance perspective to serve clients and meet regulatory guidelines. This relationship will help us deliver the highest level of value, service, transparency, convenience, and efficiency. Learn more about Dynamic Wealth Advisors.
MARKETING & CREATIVE
Our website design, hosting, social media, and other creative and communications are powered by Alignn marketing. We find a kindred spirit in Alignn with their key value, to “Alignn With Your Clients for Success.” Indeed, serving you in the way you want and being easily available to you is an important part of what makes Affinity Financial YOU-focused.