Annette Di Bello, CPA, CFP - Di Bello Financial

7 reviews

+1 (949) 716-7050

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9870 Research Dr

Irvine, CA 92618

+1 (949) 716-7050

http://www.dibellofinancialinc.com

Annette Di Bello, CPA, CFP®, PC is a Fee-Only Registered Investment Advisor located in Irvine, CA. Specializing in high-net-worth clients, the firm provides comprehensive financial services with a strong emphasis on tax planning and tax-efficient investing.

With a boutique approach, the firm offers CPA-level tax expertise and customizes portfolios to meet individual client goals and risk tolerance. Annette Di Bello, CPA, CFP®, PC prides itself on actively managing portfolios in-house using a mix of high-quality stocks, bonds, and ETFs for optimal tax efficiency and long-term returns.

As a 100% Fiduciary firm, Annette Di Bello, CPA, CFP®, PC is committed to transparency and always prioritizes clients’ best interests. By avoiding commissions and third-party compensation, they maintain independence and focus solely on providing unbiased financial advice and management.

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Reviews

4.57 reviews

E. J.

11/14/2024

Received prompt responses to my inquiries. Brian at Di Bello Financial was more than kind. Things didn't work out how I hoped, but glad I made contact with this team, as I was forwarded to other...

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Dave E.

8/22/2024

Very knowledgeable and always willing to listen to you. We are very appreciative of all Annette has done for us over the years.

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John R.

11/1/2019

Annette is really nice and very helpful with some advice but wants to sell you on putting together a plan.

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Kari K.

2/5/2018

My husband and I were looking for a fee-for-service Certified Financial Planner to help us with retirement planning and making some financial decisions. Annette was knowledgeable, patient and...

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Donald T.

2/27/2015

Situation: I needed my out of state taxes looked at by a professional. I'm a combat veteran who decided to grow some California roots and I have several different assets that require a special...

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