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Annette Di Bello, CPA, CFP®

About Annette Di Bello, CPA, CFP®
Di Bello Financial is a Fee Only Registered Investment Advisory Firm. The firm is not compensated by commissions or referral fees and does not sell any insurance or financial products. Annette's approach to investing lies in the fundamental principle of Value Investing. Quality investments are made after careful analysis of Companies 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. 
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 IMPORTANT DISCLOSURES

This communication does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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