Bob DiBella
Working in the financial industry comes with responsibility and knowledge. I present myself as a qualified Financial Advisor with over 30 years of experience, and a first class team. I understand that success can be defined in a variety of ways, so my approach to financial services is custom tailored to fit your own unique financial vision. It is my commitment to develop solutions that are on target with your needs and to implement them competently, responsibly and with confidence. It is my plan to provide independent and sound investment advice and financial services whatever your financial situation. I will guide you and you decide.
I would value a chance to speak with you personally, to better understand what’s important to you as it relates to your finances. If you have any questions or would like more information, please feel free to contact me. I look forward to a positive relationship.
Services Offered:
Meet Bob DiBella
- Community figure in Brevard County
- Providing Financial Services for over 30 years
- Brevard County Resident since 1984
- Married to childhood sweetheart for over 43 years (as of this printing)
- Two children and three awesome grandchildren
- Enjoy Golfing, Reading, and Ballroom Dancing
- Board Member - Brevard Symphony Orchestra
- Board Member - Kol Mashiach Synagogue
- Member - Brevard Sister-City Program
- Feed a Family Foundation Committee Member
- Board Member of the Florida Institute of Technology We Venture and mentor through their Ignite 360 Mentoring Program
- Member of the Brevard County Investment Committee
- Member, Past President - Space Coast Chapter of the National Association of Insurance and Financial Advisors (NAIFA)
Credentials
- Licensed to sell Life & Health Insurance
- Securities License Series 7, 63, 66
- CLTC - Certified in Long Term Care
- Former SVP Director MFS Investment Management, Japan
- IAR – Investment Advisor Representative
Professional Services
Business
- Business Succession Planning, Buy/Sell Agreements and Funding
- Executive Compensation, Bonus Plans and Key Man Protection
- Employee Benefits
Personal
- Family Protection, Education Funding Strategies, Life, Disability and Long-Term Care Insurance
- Financial Planning, Retirement Planning and Wealth Management
- Asset Protection and Estate Planning
- Charitable Giving Strategies
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
