Annette Di Bello Kelly, CPA, CFP
Irvine, United States (US) · Finance and Banking
Do your work at Annette Di Bello Kelly, CPA, CFP?
Claim this profile to manage your company.
Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
May 2026
Overview
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. 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.
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
info@dibellocpa.com
Irvine, United States (US)
Employees
2-10
Categories
Keywords
Add keywords that describe your company, services, or market to improve your visibility in search results.
Listings
Services
Companies teams usually look at after Annette Di Bello Kelly, CPA, CFP
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.