Annette Di Bello, CPA, CFP, PC
We focus on forming long term relationships with our clients. We specialize in working with high net worth clients to fully understand their unique financial lives indepth, tailoring financial planning to each client in order to fit their needs, everything from retirement planning to tax planning, investing and legacy planning. Our touchstone approach at Di Bello Financial is to guide clients through every aspect of their financial lives. Because we are an independent fee only financial planning firm, we never sell financial or insurance products or receive commissions or compensation from any third parties. We have always been and will always be a 100% Fiduciary firm. Being fully transparent and always putting our client's best interests ahead of our own, caring about our client's success. The firm has a $1,000,000 minimum investable assets under management for new investment clients. We provide tax preparation and financial planning services for investment management clients only, we do not provide stand alone tax or planning services.
Annette Di Bello, CPA / PFS, CFP®, the firm's founder and CEO, brings over 30 years of cumulative accounting, tax, financial planning and investing experience and holds two of the top three coveted financial designations: CPA & CFP®. She holds a Bachelor Degree in Accounting from California State University Fullerton.
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