As a fee-only registered investment adviser, we focus on creating tax-efficient investment portfolios. Our in-house constructed portfolios, built after thorough research, includes high-quality, publicly traded stocks and bonds selected individually, including corporate, municipal, and government investment-grade options. To further diversify, we incorporate low-fee ETFs. Every investment choice and allocation is tailored to match each client's risk tolerance. We provide quarterly performance reports and maintain regular communication with our clients. Additionally, our firm offers high-quality, cost-effective 401k and defined benefit plans for small businesses.
Copyright © 2025 Annette Di Bello, CPA, CFP, Professional Corporation - All Rights Reserved. Disclaimer: All information herein at Annette Di Bello, CPA, CFP, Professional Corporation is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Annette Di Bello, CPA, CFP, Professional Corporation is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein Annette Di Bello, CPA, CFP, Professional Corporation website constitutes investment, financial, legal, tax or other advice, nor is to be relied on in making an investment or other decision. Annette Di Bello, CPA, CFP, Professional Corporation specific advice is prepared only within our contract agreements on a client-by-client basis. Past performance may not be representative of future results.
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