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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! 

Copyright © 2021 Annette Di Bello, CPA, CFP, Professional Corporation - Di Bello Financial - All Rights Reserved. 

Disclaimer: All information herein at Annette Di Bello, CPA, CFP, Professional Corporation - Di Bello Financial 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 - Di Bello Financial 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 - Di Bello Financial's 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 - Di Bello Financial's specific advice is prepared only within our contract agreements on a client by client basis. Past performance may not be representative of future results.