Helping clients achieve financial success through innovative forward planning and close, personal attention.
Welcome, and thank you for visiting the website for Annette Di Bello Kelly, CPA, CFP®, Professional Corporation, a Registered Investment Advisor
Now with two offices located in Irvine and Carlsbad, California. Reaching both Orange County and San Diego County.
Because of Annette’s unique combination of credentials and expertise as a CPA and
CERTIFIED FINANCIAL PLANNER™
Professional, she has a comprehensive view of Financial Planning, Accounting, Investments and Taxes. With each and every step, whether its Investment Advisory, Financial Planning, Tax Preparation or CFO and 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. She can take you all the way from investing, financial planning through to tax preparation. 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. The firm does not sell or benefit from the sale of any financial or life insurance products. The firm is not compensated by commissions or fees based on the sale of any products and is not associated with any proprietary products. Therefore, financial and investment advice received is completely free of any conflict of interest and is objective and unbiased. Financial and tax planning goals are formulated with the client's best interest always in mind.
"The hardest thing in the world to understand is the income tax."
No information accessed through www.dibellocpa.com website constitutes investment, financial, legal, tax, accounting or other advice nor is to be relied on in making an investment or other decisions. Annette R. Di Bello Kelly, CPA, CFP's specific advice is given only within the context of her contractual agreements with each client. The information in this website is based on data gathered from sources which she believes to be reliable. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment, tax, financial planning, accounting or other decisions. Furthermore, the information resulting from the use of tools or information through this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from an advisor.