Your Financial Future.
Our Unwavering Focus.

Our financial advisors in Anaheim, CA have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families and business owners.

Meet Anaheim’s WealthSource Team

Devin Tellone joined WealthSource as a Client Relationship Manager in February of 2022. Before joining, he worked in the Financial Services Industry for 5 years in Client Relations and Marketing. He graduated from Cal State Fullerton in 2015 with a degree in Communications.

Devin currently lives in Anaheim Hills, CA with his wife Kieley. During his free time, he enjoys fitness activities and spending quality time with friends and family. 

DEVIN TELLONE

Paraplanner

Diana Vargas brings eager and supportive energy to her role as a Client Relationship Associate. She is dedicated to the goal of ensuring that clients have a positive experience with account openings, money movement, and ongoing customer service.

DIANA VARGAS

Client Relationship Associate

Drew's background in the environmental sciences has taught him the importance of putting people at the center of every decision. When it comes to accessing the right information quickly, asking the right questions, or simply taking the time to listen, Drew brings an analytical mind — and his passion for solving complex problems.

Drew holds a Bachelor of Arts degree in Biological Sciences from the University of Delaware. Drew and his wife Erica have two kids, Chase and Cameron.  The family also includes a beloved ‘doxador’ named Dawkins and a cat named Chloe. The Dintaman family resides in Orange County, CA, where the great weather makes staying active outdoors easy – usually near the water – and exploring all sorts of fun (and food) within reach.

DREW DINTAMAN

Wealth Advisor

Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.

Where Service Meets Value

The WealthSource advisor team in Anaheim is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.

Investment Management

We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.

Financial Planning

Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.

Retirement Planning

Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.

Estate Planning

Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.

Tax Planning

Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.

All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.

Get Started on Your Path to Wealth

In just 15 minutes, we can get to know you — and connect you with an advisor who can help.

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