Annette Di Bello Kelly, CPA, CFP
Irvine, United States (US) · Finance and Banking
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Annette Di Bello Kelly, CPA, CFP is a boutique wealth management firm based in Irvine, California, specializing in tax-smart investment strategies for high-net-worth families and business owners.We provide integrated wealth management services, combining comprehensive financial planning with proactive tax strategy and investment management.
Overview
We provide integrated wealth management services, combining comprehensive financial planning with proactive tax strategy and investment management. Our approach is built on a foundation of quality investments, balanced portfolios, and tax efficiency, ensuring clients keep more of their wealth over the long term.
As a fee-only fiduciary with $1,000,000+ minimum assets under management, we offer direct access to a CPA/PFS & CFP®, personalized service, and 20+ years of experience guiding sophisticated clients. We prioritize a deeply personalized advisory relationship, anticipating tax consequences before investment decisions are made.
Di Bello Financial’s founder, Annette Di Bello, CPA/PFS & CFP®, brings dual expertise in advanced tax strategy and sophisticated investment management, delivering holistic financial solutions tailored to your unique needs.
Contact Details
Irvine, United States (US)
Employees
2-10
Categories
Services
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