DeBellis Financial Services, Inc.
As at Tax and Financial professional with over 25 years of experience in personal finance as a Certified Financial Planner, Enrolled Agent, Real Estate Broker, Loan Broker, Registered Investment Advisor, and small business advisor, I have the experience to help, create, and guide you along a path to where you want to go.
I enjoy helping to solve problems with creative and tax smart results (i.e. Retirement Decisions, Tax Issues, Divorce, Probate, Job Transfer, Death and Start up businesses to name a few). I also enjoy working with multiple generations of family units (Grandparents to grandkids).
Frequently asked questions
What is your typical process for working with a new customer?
I prefer an initial meeting over the phone or in person to better understand the client's needs, goals and objectives. If discussing tax planning and preparation, reviewing the prior year returns in the place to start, otherwise, it might be a fact finding session.
What education and/or training do you have that relates to your work?
I am an Enrolled Agent, able to represent you in front of the IRS. I am also a Certified Financial Planner, Real Estate Broker (CA RE Broker and NMLS Licensed) specializing in Real Estate Lending and Investments. I also hold my CA Insurance License. All these credentials and designations require annual continuing education.