Clients seeking innovative forward planning and close, personal attention have come to right place!

Welcome, and thank you for visiting the website for Annette Di Bello Kelly, CPA, CFP®, Professional Corporation, a Registered Investment Advisor

Annette’s unique combination of credentials and expertise as a CPA and CERTIFIED FINANCIAL PLANNER™ Professional give her a comprehensive view of Financial Planning, Accounting, Investments and Taxes. With each and every step, whether its Investment Advisory, Financial Planning, Tax Preparation or Accounting, Annette is always utilizing financial and tax planning aspects at each decision. Since all financial, investment and business decisions are intimately connected with taxes, Annette has a superior perspective to help her clients plan accordingly, while reducing the tax impact at each decision point. As your trusted CPA advisor, Annette can take you all the way from taxes to investing, financial planning & retirement. Her goal is to form lifelong relationships built on trust and integrity. One professional, who understands your finances and taxes from A to Z.  Offering a seamless menu of financial services.

Annette Di Bello Kelly, CPA, CFP®, Professional Corporation is a fee-only Registered Investment Advisor. Annette operates independently from broker-dealers and is not compensated by commissions, referral fees of any kind and does not sell any insurance products. Annette's approach to investing lies in the fundamental principle of Value Investing. Quality investments are made after careful analysis of investments with proven track records and strong fundamentals, while adhering to a long term horizon. Annette, being a Registered Investment Advisor, a CPA and a CFP® is a Fiduciary. As such, she formulates financial and tax planning strategies and goals with the client's best interest always placed before her own.

With offices in both Orange County and San Diego County.

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"The hardest thing in the world to understand is the income tax."
- Albert Einstein

 

 

 

 

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