Founder & CEO
Annette, is the foundation of the firm. She designs and actively manages portfolios, prepares financial plans and tax returns. She brings over 30 years of cumulative accounting, tax, investment and financial planning experience. She graduated from California State University Fullerton in 1998 with a Bachelor's degree in Accounting after working her way up in the accounting profession during the day, employed in various public and private companies at a senior accountant level, while completing her degree at night. After graduating from college, she started her consulting business, going on to obtain her CPA license in 2005 and her CFP® license in 2008. From there she went on to register as an investment firm in 2012. She enjoys working with clients, helping them to construct quality financial and tax plans leading to a successful retirement. Annette is deeply interested in promoting financial literacy for kids.
Business Development Manager & Client Outreach
Brian is the firm's marketing, client outreach and business development manager. Brian's experience in the financial world started in government at the Pennsylvania State Treasury. Brian studied Business Administration and Sociology at Penn State and Harrisburg Community College.
Client Services & Financial Paraplanner Qualified Professional™
Nichole is the firm's support staff, assisting in administrative and client services. She completed the Foundations in Financial Planning certificate from the College for Financial Planning and is a Financial Paraplanner Qualified Professional™.
Copyright © 2018 Di Bello Financial, Inc. - All Rights Reserved.
Disclaimer: All information herein at Di Bello Financial, Inc. is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Di Bello Financial is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein 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. 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.