Profile

Annette Di Bello brings over 28 years of progressive accounting, tax, financial planning and investment advisory experience. She has worked with individuals and businesses of various sizes and in a wide range of industries. Furthermore, her past work experience with both public and private companies has given her a superior and well rounded base from which to guide and advise clients. Annette strives to create solid relationships with her clients that are built on strong foundations aligned to each client's specific needs. She is committed to investing in continuing education in order to provide her clients with the most updated and relevant business and tax information available.

 

Designations & Licenses

CERTIFIED PUBLIC ACCOUNTANT – California - License # 91124

CERTIFIED FINANCIAL PLANNER™ – Board ID # 106855

REGISTERED INVESTMENT ADVISOR FIRM- California - CRD# 159799

FORM ADV Brochure Part II - Click here

 

Education

California State University, Fullerton
Bachelor of Arts Degree in Business Administration

with a concentration in Accounting - June 1998

Memberships & Affiliations

American Institute of Certified Public Accountants

   AICPA - Personal Financial Planning Section

   AICPA - Tax Section


"Happiness is not in the mere possession of money;it lies in the joy of achievement, in the thrill of creative effort".- Franklin D. Roosevelt 

 

 

 

      

©Annette Di Bello Kelly CPA CFP PC