About My Practice
Mr. Bello offers comprehensive financial planning services to a wide range of individuals and businesses. His mission is to "help people set and achieve their financial goals." His philosophy is "in serving my client I shall recommend that course of action which I would apply to myself in the same situation." His mission and philosophy, combined with over 40 years of experience, have helped Mr. Bello to build a practice that is structured around the highest principles of integrity and trust. Although Mr. Bello has clients of all income ranges, his services are focused on investment advice (fee only) - how to invest at the most reasonable price - as well as retirement and estate planning. Due to his affiliation with the nations largest discount broker, he can provide investment advice at the lowest possible cost while maintaining the highest standards of performance.
Dave has developed financial plans for Corporate Chief Executives, Chief Financial Officers, Presidents, self-employed, unemployed, and the retired. He has mananged portfolios for: Retirement Plans, Charities, Private Foundations, individuals, as well As trusts. In addition, he is a frequent speaker to various groups regarding financial planning and has served as an expert witness in litigation surrounding financial matters.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CPCU, CLU
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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