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Annette Rose Di Bello

Di Bello Financial

Los Angeles, CA

Carlsbad, CA

Mission Viejo, CA

CRD 6004177

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Employer firm

Di Bello Financial CRD 159799

$66.9M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Di Bello Financial

27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-20
CA RA APPROVED 2025-01-03
TX RA APPROVED_RES 2021-03-11
  • AZ RA
    APPROVED
    Since 2025-06-20
  • CA RA
    APPROVED
    Since 2025-01-03
  • TX RA
    APPROVED_RES
    Since 2021-03-11

Branch Locations

355 South Grand Ave Suite 2450, Los Angeles, CA 90071 • United States

2173 Salk Ave, Suite 250, Carlsbad, CA 92008 • United States

27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Annette Di Bello, Cpa, Cfp, Professional Corporation Irvine CA 01/2005 Present
  • 01/2005 → Present
    Annette Di Bello, Cpa, Cfp, Professional Corporation
    Irvine, CA
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Annette Rose Schmidt
  • Annette Rose Di Bello
  • Annette Rose Di Bello Kelly

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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