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.
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.
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.
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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The WealthSource advisor team in Anaheim is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
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.
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.
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.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022