WELCOME TO
DI BELLO
FINANCIAL, INC A BOUTIQUE FIDUCIARY FIRM
CPA CFP®

100% Fee Only Registered Investment Advisory & CPA Firm, specializing in tax efficient planning for high net worth clients

Market Volatility

Market volatility has returned. At times like this, when the market corrects, is a great time to review your portfolio allocation. It's important to keep your investments in line with your risk tolerance and long term goals. Call us now for your portfolio analysis. Don't risk losing too much of your nest egg in the next market downturn.

Fee Only vs. Brokers

100% FIDUCIARY

We are a 100% Fiduciary adhering to the highest standard of a CPA. A fiduciary is someone who is legally bound to act in your best interest. Not to be confused with Suitability, which is the standard brokers adhere to. This suitability standard does not require the advisor to put the client's needs first but who's duty of loyalty is to the brokerage firm the advisor works for. 

NO COMMISSIONS

We do not receive any commissions. As a Fee Only Independent Investment Advisory firm and CERTIFIED FINANCIAL PLANNER, all our compensation comes directly from the client. There are no hidden fees, no third party bonuses or compensation, no sales of any kind of any financial or insurance products. This allows us to be unbiased in selecting investments, thus creating high quality, low fee and fully transparent portfolios.

NEW TAX REFORM

Tax planning has never been so important! The tax code has recently been reformed adding many new provisions and eliminating others. Failure to plan accordingly may result in overpayment of taxes. Call us now to book your tax & financial planning appointment. Don't get caught in the complicated maze of changing tax law!

Our Approach

We focus on forming long term relationships with our clients. 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.  

Our Philosophy

Our investment philosophy lies in the fundamental principal of Value Investing. Our portfolios are carefully constructed with high quality, publicly traded, individual stocks, bonds and ETFs. Creating balanced, quality, low fee and tax efficient portfolios. All accounts are individually owned directly by clients and are held at TD Ameritrade's Custodial Institutional Division.

Our Services

  • Fee Only Fiduciary Investment Management
  • Comprehensive Financial Planning
  • Tax Planning & Preparation

Our Founder

Annette Di Bello, CPA, CFP®

Annette, the firm's founder and CEO, holds two of the top three coveted financial designations: CPA & CFP®. This unique combination of education and expertise makes her an expert in the field, giving her a superior perspective in the financial industry to help clients with advising 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.

Why CPAs are well positioned as financial planners

Contact Us

Send Message

Contact us to discuss your financial situation. We will schedule an initial no charge, no obligation consultation with Annette Di Bello. At this meeting Annette can go over your financial situation and discuss ways we can assist you.

Di Bello Financial, Inc.

9870 Research Dr, Irvine, California 92618, United States

(949) 716-7050

Hours