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    • Home
    • About Us
      • Team Members
      • Licenses & Memberships
      • Awards
      • NAPFA Fiduciary Oath
    • Services
      • Specializations
      • Fees
    • Client Logins
    • Resources
      • Videos
      • Downloads
      • Charity
      • Our Partners
      • Photo Gallery
    • Blog
    • Contact
Di Bello Financial, Inc.
  • Home
  • About Us
  • Services
  • Client Logins
  • Resources
  • Blog
  • Contact

NAPFA Fiduciary Oath & Code of Ethics

NAPFA Fiduciary Oath and Code of Ethics

Following the NAPFA Fiduciary Oath means I shall:

  • Always act in good faith and with candor.
  • Be proactive in disclosing any conflicts of interest that may impact a client.
  • Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.

NAPFA - The National Association of Personal Financial Advisors, the leading fee only organization, named Annette in their Monthly Member Spotlight; October 2018.  Congratulations Annette! 

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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.