What is FEE ONLY Financial Planning ?
Financial planning is the long-term process of wisely managing your finances to set and achieve your goals and objectives, while at the same time navigating the financial barriers that inevitably arise in every stage of life. It is a process, not a product. FEE ONLY places the planner and you on the
What is FEE ONLY Financial Planning ?
Financial planning is the long-term process of wisely managing your finances to set and achieve your goals and objectives, while at the same time navigating the financial barriers that inevitably arise in every stage of life. It is a process, not a product. FEE ONLY places the planner and you on the same side of the table, no conflicts. The planner charges a fee and is not compensated for sales of a product (No Commissions). Our fee is 9/10ths of 1% per annum of the assets that we manage on your behalf. Included in this fee is unlimited Financial Planning Services.
Why a CERTIFIED FINANCIAL PLANNERTM?
The CFP® mark identifies financial
planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by the CFP Board have taken the extra step
to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process t
Why a CERTIFIED FINANCIAL PLANNERTM?
The CFP® mark identifies financial
planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by the CFP Board have taken the extra step
to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.
David F. Bello, CFP®
CERTIFIED FINANCIAL PLANNER™
Financial Planning since 1972
Graduate of The University of Wisconsin
BBA Finance/Marketing
Samuel J. Bello, CFP®
CERTIFIED FINANCIAL PLANNER™
Financial Planning since 2005
Graduate of Cleary University
Bachelor of Science in
Personal Financial Planning
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
212 Aikahi Loop, Kailua, Hawaii 96734, United States
David F. Bello, CFP® Dave@BelloAdvisers.com 808-225-7146 Samuel J. Bello, CFP® Sam@BelloAsdvisers.com 808-255-8318
Open today | 09:00 am – 05:00 pm |
BelloAdvisers, LLC
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