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DI BELLO FINANCIAL
ANNETTE DI BELLO, CPA, CFP, PROFESSIONAL CORPORATION
CRD 159799
27201 PUERTA REAL, SUITE 300, MISSION VIEJO, CA, 92691, United States
Phone
949.716.7050
Fax
949-313-1706
Registration
— (—)
Source
State registered
Total AUM
$66.9M
Discretionary AUM
$66.9M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $24.1M |
| High net worth individuals | 36 | $38.4M |
| Pension/profit sharing plans | 3 | $4.4M |
All web addresses on file
- HTTPS://DIBELLOCPA.COM
- https://www.napfa.org/firm/39737
- HTTPS://WWW.YELP.COM/BIZ/DI-BELLO-FINANCIAL-CARLSBAD?OSQ=CPA
- https://g.co/kgs/cshXqGV
- HTTPS://TWITTER.COM/DIBELLOFINANCE
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCPSTUQ5BAPEECVPWRAMI2QW
- HTTPS://WWW.LINKEDIN.COM/IN/DIBELLOCPA/
- HTTPS://WWW.YELP.COM/BIZ/ANNETTE-DI-BELLO-KELLY-CPA-CFP-DI-BELLO-FINANCIAL-IRVINE?OSQ=CPA
- HTTPS://WWW.FACEBOOK.COM/DIBELLO.CPA.CFP/
- HTTP://DIBELLOCPA.BLOGSPOT.COM/
- HTTPS://DIBELLOFINANCIALINC.COM
- https://www.feeonlynetwork.com/financial-advisor/annette-di-bello/
- https://www.newportbeach.com/newport-directory/di-bello-financial-inc/
- https://bsky.app/profile/annettedibello.bsky.social
- https://business.danapointchamber.com/list/member/annette-di-bello-cpa-cfp-inc-di-bello-financial-5211
- https://www.fivestarprofessional.com/spotlights/40683
- https://www.yelp.com/biz/annette-di-bello-cpa-cfp-di-bello-financial-los-angeles?osq=annette+Di+Bello
- https://www.instagram.com/dibellofinancialinc/?hl=en
Official SEC filing: View on IAPD