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 auditors. Federal and state securities regulators may review our Company records and client's personal records as permitted by law.
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Proudly serving Southern California, including Orange County, Los Angeles, Riverside, San Bernadino, and San Diego Counties.
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.