Di Bello Financial, Inc.
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    • Home
    • About Us
      • Team Members
      • Licenses & Memberships
      • Awards
      • NAPFA Fiduciary Oath
      • Privacy Policy
    • Services
      • Fee Only Investment Mgmt
      • Tax Prep & Planning
      • Financial Planning
      • Fees
      • Custodian
    • Resources
      • Videos
      • Downloads
      • Charity
      • Our Partners
      • Photo Gallery
    • Blog
    • Contact
    • Client Logins
Di Bello Financial, Inc.
  • Home
  • About Us
    • Team Members
    • Licenses & Memberships
    • Awards
    • NAPFA Fiduciary Oath
    • Privacy Policy
  • Services
    • Fee Only Investment Mgmt
    • Tax Prep & Planning
    • Financial Planning
    • Fees
    • Custodian
  • Resources
    • Videos
    • Downloads
    • Charity
    • Our Partners
    • Photo Gallery
  • Blog
  • Contact
  • Client Logins

Licenses

Certified Public Accountant

CPA License Lookup

CERTIFIED FINANCIAL PLANNER™

CFP® License Lookup

Personal Financial Specialist (PFS™)

PFS™ CREDENTIAL LOOKUP

Registered Investment Advisor Firm

RIA SEC License Lookup

Investment Advisor Broker Check

IAR Broker Check Lookup

Form ADV Part 2 Brochure

Form ADV Part 2 B Lookup

Personal Financial Specialist (PFS™)

 CPAs who earn the AICPA's Personal Financial Specialist (PFS™) credential badge specialize in financial planning with individuals, families, and business owners, through all the ins and outs of life. Badge holders advise and assist clients in planning the areas of their lives, such as taxes, investments, estates, retirement, and insurance. Credential holders commit to continued development in these areas as well as charitable, elder, college/education, and employee benefit planning. 

View Credential

Memberships

 Annette is a member of the AICPA, American Institute of Certified Public Accountants, the leading worldwide CPA organization, promoting ethical standards of CPAs while advocating for legislation and public interest groups.  

Annette is also a member of CalCPA, the California State CPA Society,  promoting the profession with integrity.

 





Annette is also a member of NAPFA, The National Association of Personal Financial Advisors, the leading fee only, fiduciary professional organization dedicated to promoting the fiduciary standard.  

Copyright © 2024 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. 

Read the company's privacy policy here:  Privacy Policy

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