Annette Di Bello, CPA, CFP®
Annette, the firm's founder and CEO, brings over 30 years of cumulative accounting, tax, financial planning and investing experience and holds two of the top three coveted financial designations: CPA & CFP®.
This unique combination of education and expertise makes her an expert in the field, giving her a superior perspective in the financial industry to guide clients for effective tax efficiency and planning. With expertise in financial planning, tax planning and investment management. Creating an efficient coalition between all aspects of clients financial lives.
Annette focuses on forming long term relationships with her clients. She works with high net worth clients to fully understand their unique financial lives indepth, tailoring financial advice to each client in order to fit their needs, everything from retirement planning to tax planning, investing and legacy planning. Annette's touchstone approach is to guide clients through every aspect of their financial lives.
Because Di Bello Financial is an independent fee only financial planning firm, we never sell financial or insurance products or receive commissions or compensation from any third parties. We have always been and will always be a 100% Fiduciary firm. Being fully transparent and always putting our client's best interests ahead of our own, caring about our client's success.