Annette Di Bello

CPA, CFP®

Di Bello Financial, Inc.

CEO & Founder

Annette Di Bello

CPA, CFP®

Di Bello Financial, Inc.

CEO & Founder

As a CPA and Fee Only Financial Planner, my goal is to guide clients through the maze of tax and investment decisions to obtain the best financial planning outcome for their lives. - Annette Di Bello, CPA, CFP®

A CPA Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Annette Di Bello is a Irvine, CA fee-only financial planner. Di Bello Financial, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Annette Di Bello is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Annette, 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 obtained a Bachelor Degree in Accounting from California State University Fullerton. This unique combination of education and expertise makes her an expert in the field, giving her a superior perspective in the financial industry to guide clients for effective tax efficiency and planning. With expertise in financial, tax planning and investment management. Creating an efficient coalition between all aspects of clients financial lives. Annette must complete 170 hours of continuing education every two years.  She attends the best financial conferences in order to obtain the most relevant and updated investment, tax and financial planning education available. Visit our website for additional information.

Annette Di Bello is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Here at Di Bello Financial 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 advice 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Annette Di Bello is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Annette Di Bello is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Annette Di Bello is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

Contact Annette Di Bello

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Office Locations:

  • 9870 Research Drive
    Irvine, CA 92618
  • 2173 Salk Ave
    Suite 250
    Carlsbad, CA 92008

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