It’s Gotta Be a CFP®
A public service video from the CFP® Board
Fee Only Financial Planner
Know what Fee-Only means for you
Why CPAs Are Well Positioned as Financial Planners
The Voice of Consumers on "Personal Financial Planning"
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We begin each relationship with a confidential, no‑pressure conversation.
This initial consultation allows you to explore our approach, ask questions, and assess whether our tax‑smart investment philosophy is the right fit for your long‑term objectives.
Copyright © 2026 Annette Di Bello, CPA, CFP®, Inc. | Di Bello Financial - All Rights Reserved. Disclaimer: All information herein at Annette Di Bello, CPA, CFP®, Inc. | Di Bello Financial is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Fee -Only Fiduciary.
Annette Di Bello, CPA, CFP®, Inc. | Di Bello Financial is a Registered Investment Advisor transacting business in California, Arizona and other states in which we qualify for exemptions. Registration does not imply a certain level of skill or training. Nothing contained herein Annette Di Bello, CPA, CFP®, Inc. | Di Bello Financial 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®, Inc. | 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.
Headquartered in Mission Viejo, California, with client meeting locations available by appointment in Los Angeles and North San Diego County, Di Bello Financial proudly serves clients throughout Orange County, Los Angeles County, San Diego County and Southern California.
Headquarters: 27201 Puerta Real, Suite 300, Mission Viejo, CA 92691
Additional Client Meeting Locations: 355 S Grand Ave, Suite 2450, Los Angeles, CA 90071| 2173 Salk Ave, Suite 250, Carlsbad, CA 92008