Annette Di Bello
CPA, CFP®
Di Bello Financial
CEO & Founder
Annette Di Bello
CPA, CFP®
Di Bello Financial
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 provides comprehensive and objective financial planning, investment management, as well as tax planning and preparation 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 Di Bello, the firm's founder and CEO, brings over 35 years of cumulative accounting, tax, financial planning & investing experience & holds two of the top three financial designations: CPA & CFP®.
Annette began working full time in accounting in 1987, at age 18, while attending college at night. She knew then that accounting & finance were her career goals. Her aptitude for accounting was so strong that the college she was attending at the time paid her to tutor students in her own class. Annette went on to obtain her Bachelor Degree in Business Administration with a concentration in Accounting from
California State University Fullerton.
Annette, originally from Erie, Pennsylvania, relocated to Orange County, California in 1992, driving cross country alone. Annette worked her way up in the corporate accounting & finance world reaching a senior accountant level, all while attending college at night. In 1998 she graduated college & started her own accounting & tax consulting business, going on to obtain her CPA license in 2005, adding a CFP® license in 2008 & a Registered Investment Advisory Firm license in 2012. Throughout her career she has worked with hundreds of clients giving her a broad range of experience in designing customized financial, tax, investment & retirement plans.
Annette has a passion for financial planning & investments, focusing on forming long term relationships with her clients. She works directly with high net worth clients to fully understand their unique financial lives in-depth, tailoring financial advice to each client in order to fit their needs, everything from financial & retirement planning to tax planning, investing & legacy planning. She is passionate about helping clients to reach their financial goals & educating them along the way. Annette's touchstone approach is to guide clients through every aspect of their financial lives. Annette must complete 170 hours of continuing education every two years, obtaining highly relevant & updated investment, tax & financial planning education.
Annette is a third generation Italian/American. Her grandparents, on both sides, emigrated to the United States from Pennapiedimonte, a small village in the Abruzzo region of Italy & from Sicily.
She enjoys spending time with her daughter & husband, watching movies, reading, hiking & traveling.
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
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Annette Di Bello is a NAPFA-Registered Financial AdvisorThe 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.
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Annette Di Bello is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Annette Di Bello is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Annette Di Bello
Office Locations:
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9870 Research Drive
Irvine, CA 92618 -
2173 Salk Ave
Suite 250
Carlsbad, CA 92008
