Why Los Angeles Clients Choose Di Bello Financial
Los Angeles is home to concentrated wealth in entertainment, technology, real estate, and closely-held businesses — much of it entangled with complex tax exposure: equity compensation, business sale proceeds, concentrated stock positions, and multi-state income.
Most LA-based investors already have a financial advisor and a CPA. The problem is that those two professionals rarely coordinate. Investment decisions get made without a tax lens, and tax filing happens without visibility into the portfolio.
At Di Bello Financial, both functions sit with one advisor. That means:
• Equity compensation (RSUs, stock options) evaluated for tax-efficient exercise and sale timing
• Concentrated stock positions diversified with a multi-year, tax-aware strategy
• Business owners’ retirement and exit planning coordinated with personal tax strategy
• One point of contact — the founder — for every financial decision, year-round
Planning Examples for Los Angeles Clients
Explore planning examples for executives, professionals, business owners, and families navigating equity compensation, concentrated stock, multistate income, retirement decisions, and tax-efficient investing.
Who We Work With in Los Angeles
• High-net-worth families and individuals
• Business owners and founders
• Executives with equity compensation
• Retirees managing distribution and tax strategy
Managing Concentrated Stock Positions
How We Allocate Client Portfolios
We work with a selective group of clients who place $1Million or more in investable assets under our management.
Planning Strategies for Los Angeles Clients
Learn how we coordinate investment decisions with proactive tax planning for executives, professionals, business owners, and families.
Our Approach
Portfolios are built in-house using individual stocks, bonds, and ETFs — not outsourced models or mutual funds — giving Los Angeles clients full transparency and tax control over their holdings. Tax strategy is applied year-round, not just at filing time, so decisions are made with the after-tax outcome in mind from the start.
Meet the Founder
Annette Di Bello, CPA / PFS, CFP®
Annette founded Di Bello Financial in 2012 after seeing too many investors — including many in Los Angeles — carrying portfolios with unnecessary tax drag, hidden fund expenses, and no coordinated tax strategy. She works directly with every client; there are no junior advisors or handoffs.