Privacy Policy

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Annette Di Bello, CPA, CFP, Professional Corporation is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. 

The categories of nonpublic information that we collect may include information about personal finances, information about health to the extent that it is needed for the financial planning process, information about transactions between clients and third parties, and information from consumer reporting agencies, e.g., credit reports. We use this information to help meet client's personal financial goals. 

With client's permission, we disclose limited information to attorneys, accountants, and mortgage lenders with whom clients have established a relationship. Clients may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone at: 949-716-7050 or in person. With client's permission, we share a limited amount of information about clients with brokerage firms in order to execute securities transactions on client's behalf. 

We maintain a secure office and offsite storage, to ensure that client's information is not placed at unreasonable risk. We employ a firewall barrier, secure data encryption techniques and authentication procedures in our computer environment. 

We do not provide client personal information to mailing list vendors or solicitors. We require strict confidentiality in our agreements with unaffiliated third parties that require access to client's personal information, including financial service companies and licensed auditors. Federal and state securities regulators may review our Company records and client's personal records as permitted by law. 

Personally identifiable information about clients will be maintained while a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed. We will notify clients in advance if our privacy policy is expected to change.