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.
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.
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!
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 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.
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.
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.
9870 Research Dr, Irvine, California 92618, United States