Hidden Talent: Seed and plant propagation
Inspiration: Music, nature, laughter and reading
Jeannie joined Bell Investment Advisors in October 2021 and serves as a Paraplanner. Jeannie has an extensive background in financial services, with over twenty years of industry experience. She is a Financial Paraplanner Qualified Professional (FPQP™) and holds a Series 65 securities license.
Born and raised in Oakland, Jeannie discovered her passion for the financial industry right out of high school when she was recruited to work for Home Savings of America. She holds a BS in Business and a Certificate of Financial Planning from the University of Phoenix. She is currently enrolled with the College for Financial Planning to become a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Jeannie lives with her husband in Martinez and has an adult son. In her time outside of work, she enjoys vegetable gardening and hiking. Her favorite place to hike is Mt. Wanda in Martinez. When not spending time in the great outdoors, she loves listening to her husband perform as a blues drummer.