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Home > Financial Planner Directory > California > Anaheim Hills > Derek S. Pantele, CFP®, CFA®
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Derek S. Pantele, CFP®, CFA®

Tellone Financial Services, Inc.

6200 E Canyon Rim Rd
Ste 201
Anaheim Hills, CA 92807
Phone: (714) 998-2290
Fax: (714) 998-5613

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Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.