Annette R. Di Bello
DI BELLO FINANCIAL
CARLSBAD, CA 92008
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CRD#: 6004177
Professional summary
Annette Rose Di Bello, CFP®, who also goes by Annette Rose Di Bello Kelly, Annette Rose Schmidt, is a registered financial advisor currently at DI BELLO FINANCIAL located in Carlsbad, California.
Annette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Annette has worked at 1 firm .
Core Areas of Focus
AUM
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Tax Planning
Women's Financial Planning Issues
Biography
At Di Bello Financial we focus on forming long term relationships with our clients. We specialize in working with high net worth clients to fully understand their unique financial lives indepth, tailoring financial planning to each client in order to fit their needs, everything from retirement planning to tax planning, investing and legacy planning. Our touchstone approach at Di Bello Financial is to guide clients through every aspect of their financial lives. Because we are an independent fee only financial planning firm, we never sell financial or insurance products or receive commissions or compensation from any third parties. We have always been and will always be a 100% Fiduciary firm. Being fully transparent and always putting our client's best interests ahead of our own, caring about our client's success.
Question & Answer
What are your service offerings?
Insurance Planning
Social Security Planning
Investment Planning
Retirement Income Management
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Business Succession Planning
Retirement Planning
Education Planning
Budgeting
Debt Management
Small Business Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Annette Rose Di Bello Kelly | Annette Rose Schmidt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Annette Rose Di Bello's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
May 11, 2012 - Present
DI BELLO FINANCIAL
Office #1: 2173 Salk Ave, Suite 250, Carlsbad, CA 92008Office #2: 355 South Grand Ave Suite 2450, Los Angeles, CA 90071Office #3: 27201 Puerta Real Suite 300, Mission Viejo, CA 92691RIA
CRD#: 159799
CARLSBAD, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(6/20/2025)
IAR
California(5/11/2012)
IAR
Texas(3/21/2021)
Exams
Current Firm
DI BELLO FINANCIAL
ANNETTE DI BELLO KELLY, CPA, CFP, PROFESSIONAL CORPORATION | DI BELLO FINANCIAL, INC. | DI BELLO FINANCIAL | ANNETTE DIBELLO KELLY, CPA, CFP | ANNETTE DI BELLO, CPA, CFP, PROFESSIONAL CORPORATION
CRD#: 159799 / SEC#:
Arizona
Registered Investment Advisory firm - (6/20/2025 Approved)California
Registered Investment Advisory firm - (5/11/2012 Approved)Texas
Registered Investment Advisory firm - (3/11/2021 Conditional Restricted)PREMIUM
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Contact information
Main Address
9870 Research Drive, Irvine, CA 92618
Mailing Address
Phone number
(949) 716-7050
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 257 |
| AUM (Assets Under Management) | $ 61,522,260 |
Red Flags
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